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Client Acquisition

Here we have created guides, tools, templates and videos to assist you with acquiring new business.

Panacea Guides

Guide to Marketing for Small and Medium Adviser Firms

Getting ready for the future of advice guide, 2nd Edition

IFA Business Evolution: 14 ideas to take your business forward, 2nd Edition

Business Development Templates

Client Proposition Matrix

The ten questions to answer for business success

Where will your future success come from?

Business Development Videos

M&G: Share buybacks: the good, the bad or the ugly?

Luck or Success

Why are milk and bread at the back of the shop!

Business Development Articles

01/04/2020	Combining digital power with a human touch

01/04/2020	FundsNetwork: Protect your client details from email hacking

12/03/2020	CuraVision - The ABCs – Mrs O – Obsessive Compulsive Disorder

11/03/2020	Now is the time to plan not panic

05/03/2020	What is your elevator pitch?

06/02/2020	Fundsnetwork: PROD 3 and 4 – what you need to know

04/02/2020	Put your future in good hands - your own

29/01/2020	Get paid not to stop

21/01/2020	Why goal setting can open doors for you in 2020

19/01/2020	Resolutions don’t work but Goals do

	View all business development articles

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Panacea Adviser is a unique and free resource that supports advisers, mortgage brokers and paraplanners in running their businesses more efficiently, facilitates contact with financial services product providers, investment firms and support services, plus helps improve their service to clients. Read More about us >

"Derek, as CEO of Panacea has been a voice of reason, clearly articulating industry concerns that might otherwise have gone without notice or representation."

Simon Mansell, Temple Bar IFA.
"We have long-been impressed with the scope of Panacea Adviser and believe they are an ideal platform to offer advisers our market insight and direct access to both our funds and fund managers' views."

Aberdeen Asset Management.
"Panacea understands the advisory profession. Their community has grown because advisers and paraplanners see the benefits it adds and believe that their voice is being heard."

Aegon.
"How many struggling IFAs would have quietly accepted defeat if it hadn’t been for the redoubtable Derek Bradley and his faithful crew. "

IFA Magazine.
"I have seen the site grow impressively, adding more and more functions and becoming a destination point for the IFA community"

Money Marketing.