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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

11/10/2019	FundsNetwork: The top six ways to spot a phishing attack

08/10/2019	FundsNetwork: October is Cybersecurity Awareness Month

03/10/2019	Never give up on your goals

01/10/2019	How to raise your fees (and have clients willingly pay them)

01/10/2019	Nucleus: Be illuminated

27/09/2019	The key to successful client presentations

12/09/2019	Will I have a good day?

12/09/2019	Prudential: Handling income and investments with care webinar

29/08/2019	Every day is a school day – so never stop learning

20/08/2019	Square Mile Research: Understanding how your risk tool is calibrated

	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.
"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.
"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.
"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.