Industry news and views from Panacea and our partners.
Business Development_
FundsNetwork: Ensuring the fair treatment of vulnerable customers
The FCA recently issued Finalised Guidance FG21/1 setting out requirements firms must follow. FundsNetwork short summary provides an overview of the key takeaways, including what makes someone vulnerable, understanding customers' needs and the skills and capability required by firms.
Wizard Learning: R06 expected solution now available
The R06 Expected Solution for the April exam is now available for immediate download. There are 15 pages of expert analysis for case study 1 and 15 pages for case study 2, as well as 12 pages of generic information on questions that may be asked.
Its not the new normal, its the next normal
Despite this optimism, as our world begins to transition from fighting the covid 19 crisis to recovery and reopening of society and our economy, it is apparent that the lockdowns and the virus have had a profoundly lasting impact on how people live, work and consume.
Inonda: Autopilot Leads For Financial Advisory Firms In 2021
If you are a financial advisor and want to spend less time dredging up new business, this is for you.
Inonda: How The Top IFAs Are Getting New Clients In 2021
Theres one marketing strategy that Foster Denovo, St James Place, Liongate Wealth and many other top FAs are all using to get new clients in 2021.
Aviva Investors: Virtual reality - How COVID-19 is reshaping the world of work
While the coronavirus pandemic has devastated livelihoods, it also presents an opportunity for companies and policymakers to reinvent the world of work.
T. Rowe Price: Lunchbreak with Leading the way & Elizabeth Day
In the first edition of our lunchbreak 'Leading the way' series, we will be joined by Elizabeth Day, the bestselling author and creator of award-winning podcast How To Fail With Elizabeth Day. Elizabeth will share insights from her latest book Failosophy: A Handbook For When Things Go Wrong, helping us look at failure differently and offering practical tips that can be applied to everyday life.
Inonda: The award-winning new business agency for Financial Advisors
The name Inonda comes from the invention of radio. We wanted to help businesses reach out en-masse in the B2B world, not just one-to-one using old fashioned manual outreach.
Inonda: The award-winning new business agency for Financial Advisors
Last year Inonda won the award for being the leading experts in Lead Generation at The Greater London Enterprise Awards.
Creating strategies for success
Over the last few weeks, we have looked at the process of creating a robust Covid 19 action plan using tried and tested simple business techniques that everyone of us can use in our own firms.
Control the change, dont let change control you
Considering the uncertainties that are ahead, the pandemic for many of us has shifted thoughts from what may happen months from now to what we are doing today. This is a perfectly legitimate frame of mind, but Id argue that our world will evolve post Covid and we should also think about how we will adapt to this change.
ICO confirms the number one cause of a data breach is you!
At the end of October, the Information Commissioners Office released their latest security incident report, and its findings should really come as no surprise, given the challenges businesss and their employees have been facing in 2020.
The 7 keys to inspiring, highly productive client meetings
Several people have mentioned to me recently that they do not find client meetings over Zoom nearly as good as face to face meetings.
If you really want to do something, you'll find a way. If you don't, you'll find an excuse.
If you are going to produce this plan, then a vision statement is a starting point that will help you produce a robust roadmap for the future. It will also enable you to identify where you want your business to go in our Post Covid and Brexit world.
Over the past five years illuminate live has set the standard for providing the very best speakers, giving you access to the most relevant, engaging and actionable content.
A recap on this years illuminate live reimagined workshops
Over the past five years illuminate live has set the standard for providing the very best speakers, giving you access to the most relevant, engaging and actionable content.
The three roles of an adviser
I once had a client who was a top orthopaedic surgeon. We talked about what he did with his working hours and his time was always arranged around his narrow band of expertise.
Taming your advice monster
If you are an adviser then surely your job is to give advice, right?
Well known marketing consultant, Roger Edwards, whos been a frequent speaker at Panacea Events, has just published his first book
Well known marketing consultant, Roger Edwards, whos been a frequent speaker at Panacea Events, has just published his first book.
Well known marketing consultant, Roger Edwards, whos been a frequent speaker at Panacea Events, has just published his first book
Well known marketing consultant, Roger Edwards, whos been a frequent speaker at Panacea Events, has just published his first book.
Poppy Appeal 2020
Given the severe lack of footfall in all towns and cities across the country, so potentially very damaging to the success of this years Poppy Appeal, we at Panacea, wanted to do something to help ensure the donations continue at a time when the various Covid nationwide lock downs are making this very worthwhile cause see significant reductions in donations.
Faith Liversedge: Webinar this Friday 4pm
Im holding a webinar this Friday at 4pm that will give you the answers. Specifically, Ill be taking a look at client portals and how they can help you
FundsNetwork: What are the main cyber threats to advice firms and their clients?
The Covid-19 pandemic is creating lots of opportunities for cybercriminals, particularly given the widescale move to home working.
Happiness is not standing next to a Banana
Have you ever wondered why bananas appear to speed up the ripening process of other fruits?
Nucleus launches latest white paper on behavioural finance
What's said out loud is often only part of the story. Download our latest white paper on behavioural insights and discover the untold stories influencing your clients' decisions.
Nucleus launches latest white paper on behavioural finance
With so much uncertainty in the world, it can be hard to filter out the noise. Behavioural insights can provide a useful framework to guide your advice and uncover what's influencing your client's decision-making. Download our white paper today.
Nucleus launches latest white paper on behavioural finance
What clients tell you isn't always the whole story. Find out how behavioural insights can help unlock the unconscious forces that can influence decision-making.
FundsNetwork: Cybersecurity Awareness Month: keeping your business safe
With more staff going back to working remotely, fraudsters know there's an opportunity to take advantage of less secure home networks.
Wizard Learning: Maintain your CPD , R06, AF5
To ensure that all our users are fully prepared for the CIIs new examination syllabus, which started in September 2020, we carried out extensive updates across all our online materials. The most obvious changes made throughout the materials are the references to the tax year (2020/21), the new tax rates and allowances and the re-working of all associated example calculations and questions.
FundsNetwork: Working remotely helping you adjust to the new normal
Given the updated guidance from the UK government, many of us will now be returning to remote working.
My favourite Warren Buffett quote
Warren Buffett is one of the most successful investors of all time and one of the worlds wealthiest individuals.
Hear from four great speakers at illuminate live reimagined 2020
Last but not least, we're delighted to have Ewan Rosie from Cooper Parry Wealth bring the curtain down on#illuminatelive 2020. Hear Ewan's experience of shaping the next generation of financial planners. Save your seat today.
Working ONLY with wonderful clients the two essential questions
The very first stage of a new client relationship is connecting with someone. They may get in touch with you. You may get in touch with them.
Faith Liversedge: How you doing?
Its important to have an intimate relationship with your clients. You know it, my beautician knows it. Thats why she remembers things about me my own mother doesnt know. When I bought my flat, when I launched my business, the name of my first pet.
Nucleus: Hear from four great speakers at illuminate live reimagined 2020
Next up we've got a great session with Ruth Sturkey from Paradigm Norton. Ruth explains how you can use your business as a force for good. Join up now. #illuminatelive
Nucleus: Hear from four great speakers at illuminate live reimagined 2020
Don't miss our next #illuminatelive event with Jo Little from Emery Little. Hear from Jo as she shares her experience of business transformation. Join us at 1pm 1 October.
The right activity is the key to success
I came across two quotes while doing some research that inspired me to jot down some ideas. The first was Happiness is a state of activity. Aristotle
Prudentials Upcoming webinars
Prudentials Adviser Support Programme aims to give you the best in technical and business development support, so you can continue to give your clients the benefit of your professional expertise.
Join Nucleus and NextGen Planners at illuminate live reimagined 2020
Join us and our friends at NextGen Planners for illuminate live reimagined. We've got a great line up of expert speakers, starting with Rohan Sivajoti Co-founder of NextGen Planners on Sep 24. For all the details and to save your spot click the link.
IFA needs a steer on an unusual FOS complaint issue
IFA needs a steer on an unusual FOS complaint issue.