Industry news and views from Panacea and our partners.
Business Development_
Wizard Learning: Enhanced CPD system, Paraplanner Award, LinkedIn Coaching
Expanded CPD system Our CPD system is your one-stop-shop that can help you to fulfil your ongoing CPD needs.
L&G: A guide to being a trustee
Efficiency is doing things right for your clients and, where appropriate, that should mean placing their policies in trust.
Aviva: New Thinking: Practical digital ideas for growing your business at the click of a button
Customers are increasingly turning to digital technology to research and purchase products and services, and financial advice is no exception to this.
Aegon: Getting your goals started
Goal setting is not just a self-help technique it really can be the engine that drives your life and business forward here are some ideas that can help anyone start setting goals now.
L&G: Are paraplanners just a craze, or are they here to stay?
Nino Sheikh-Thompkins, Legal & General's Head of Adviser Proposition, offers her opinion on Paraplanners, what makes them different and what providers should do to support them.
Aegon: Its all about Communication
Success in any relationship is founded on one key skill, the ability to communicate and to do so on an on-going basis.
Getting started with social media
It seems everywhere you turn people are talking about social media. But a lot of the discussions are theoretical in nature or discussing future developments. All very interesting, but businesses need to start applying this theory and implementing social media strategies to help their businesses grow now.
Aegon: Advisers - the challenge ahead
It saddened me recently, to see that, due to poaching, the rhino is near to extinction in Mozambique.
Building value in your business through your investment proposition
As we enter a new era in Financial Services it is worth taking stock and asking what will characterise successful advisory businesses in the future. Balancing regulatory and client demands with achieving commercial success is challenging.
Social Media Compliance & how to get it right
Authorised Firms use of Social Media can be hard to understand for some people as it is not simply using one channel in isolation.
Aviva: New Thinking using digital to develop your business
With 68% of consumers now searching online for financial goods and services, the digital age offers you a significant opportunity to engage with potential customers online. It can also help you to build stronger, long-term relationships with existing customers.