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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

03/12/2019	Control your own destiny or someone else will!

27/11/2019	Have you got a 2020 vision?

19/11/2019	Nucleus: Is your firm ready for the SM&CR?

04/11/2019	Aviva: 5 ways volunteering is good for business

30/10/2019	Turning clients away - is it good for business?

24/10/2019	FundsNetwork: Explaining how pension withdrawals are taxed

22/10/2019	FundsNetwork: Building profitable practices

22/10/2019	Aviva: Recognising the signs of a vulnerable customer

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

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

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

Money Marketing.
"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.