Panacea Adviser launches business goal guide for advisers

In association with Glassagh Consulting

Victoria McKeever
clock • 2 min read

Panacea Adviser has launched a guide to help advisers "build their longer-term plans and ambitions into daily activity".

The guide, which was published in association with Glassagh Consulting, offers nine tools, intended to help businesses achieve success. In particular, they focus on helping advisers: create a vision for their business; analyse a business audit; establish powerful goals; plan for the future; forge strategic alliances; network better; use social media effectively; create a profitable proposition; and retain clients in the future.  The guide also breaks down into stages what Panacea Adviser said might be some of the bigger challenges for advisers, such as refining a...

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