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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

19/06/2019	Talk to someone about themselves and they'll listen for hours

23/05/2019	Royal London: The marketing studio – helping you make the case for protection

21/05/2019	How to say No when everyone expects you to say yes

02/05/2019	Aviva: Your exclusive invitation to our Google webinar

22/03/2019	How to keep your client relationships fresh and inspiring

07/03/2019	To succeed you must believe in yourself… really?

27/02/2019	Old Mutual Wealth: Five tax tips that demonstrate the value of advice

18/02/2019	What it really takes to conduct exceptional client conversations

15/02/2019	Selling your services - one thing most experts don't know

13/02/2019	Marketing and Finance Podcast 200

	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 >

"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.
"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.
"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.
"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.