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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

12/08/2019	NMBA Apprenticeships: 2019 start dates still available

09/08/2019	What are we and where do we go from here? A report on the future of advice

09/08/2019	Square Mile: Defining value for fund managers

29/07/2019	What they don’t teach you at financial planning school

22/07/2019	Where do you find new clients?

17/07/2019	The joy of missing out

11/07/2019	NS&I present 'small advice firm of the year' to hunter aitkenhead & walker at money marketing awards

08/07/2019	FECIF Trust – the cornerstone of financial advice

03/07/2019	Free website checklist

03/07/2019	Free marketing checklist

	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 >

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

Money Marketing.
"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.