21st May 2013

Reviewing and improving your adviser charging model

Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

2013 is now a reality and very recent research is showing us that after getting the exams, many advisers are taking some time to review their business plan, their business goals and the business’s resource requirements.  

For this month’s Bento for One, Derek Bradley, ceo of Panacea Adviser is joined by Roderic Rennison from consultancy, The Ideas Lab.  Roderic will be sharing his insights into some of the challenges that intermediaries have been addressing in relation adviser charging and dealing with the new Regulator, the FCA, since the 31st December 2012, and his thoughts on how to address them.

This is an event not to be missed, so click here to register today.

Panacea Webcasts

Registration

Free Registration and CPD

Related Articles_

PIMCO's Secular Outlook Webcast


A long-term view brings valuable perspective. Join our live webcast on June 11th to take a step back and explore the global economic outlook for the next five years.

Read More

Unlock Your Career Potential: 8 Pitfalls Every Job Seeker Should Dodge


Struggling to navigate the complex job market landscape? Join us for an enlightening webinar presented by Derek Bradley, CEO Panacea who will be speaking to industry expert Paul Harper, Founding Director of Paul Harper Search, one of the UK’s longest established Financial Services Executive Search specialists. Paul will be providing invaluable insights to propel your career forward.

Read More

The 8 Keys to a Brilliant Financial Planning Fact Find


A successful financial plan begins with an in-depth fact find. Gathering meaningful information from clients is the foundation for creating compelling, tailored strategies. But there’s more to it than just collecting data - the art of uncovering soft facts is equally vital.

Read More

Sorry, the message you have requested could not be found.