partner newsletter · another busy month for panacea. at the beginning of march we initiated a pr...
TRANSCRIPT
Partner Newsletter
April 2016
March musings…
Another busy month for Panacea. At the beginning of March we initiated a PR strategy and commenced work with LangCat PR to raise the profile of Panacea amongst the industry press. We have seen some interesting developments around Social Media in March. On LinkedIn I now rank number 3 (in the top 2% for profile views) among professionals within our industry peer group. Additionally on the social media front, in March LifeTalk has established their social media Top 100 leaderboards. One of the categories is “Providers & Suppliers To IFAs/Advisers” – of which we have entered inin 33rd position! Speaking of leaderboards, we were delighted to find out that we have been shortlisted for a Money Marketing Awards 2016 for Best Support Service. This is the third year in a row we have been shortlisted so hopefully it’s third time lucky for us! We are up against Simply Biz and True Potential. On 1st April we ran a Bento for One with John Joe McGinley entitled ‘What choices will you make to invest in your future’ – it’s well worth a listen! Click here to find out more and listen to the webcast.
March musings…
We have set up a new area under Business Development for templates and have added ‘Where will your future success come from” template’ for advisers to use themselves, this supports the Bento for One. If you have any templates you would also want adding to this area let Sarah know. The site stats issue from last month is now resolved. As you are aware we now have a completely new site with very different, much improved functionality. Because of this we will not be looking at comparing against previous years as this would be no longer comparable on a like for like basis. As 2016 continues to unfold, we are delighted to welcome AXA Wealth to the community and we would say thank you to Just Retirement for renewing their relationships. And finally, we offer our congratulations to Rathbones who win our ‘Solus of the Month’ for March award with their mailing ‘If you leave me now, looks at dispelling the 'myths' surrounding Brexit’.
Derek Bradley, CEO
Why use this template? Panacea community
Total Community is 20,950 as at end March 2016.
Additionally, we also communicate and post our Bento Bulletin to members of 42 LinkedIn groups with an outreach of c.430,000.
Communication
Bento recipients 14,724
Twitter 3,234
LinkedIn Group 994
Derek Bradley LinkedIn 1,915
Facebook 83
Total 20,950
Ave Bento Recipients
Twitter followers
LinkedIn Group
Derek Bradley onLinkedIn
Facebook followers
Why use this template? Bento bulletin recipients
The Bento bulletin recipients are broken down as follows as at March 2016.
Type
Financial Advisers 14,127
Paraplanners 108
Product Providers 299
Support Services 76
Media 21
Other 93
TOTAL 14,724
Financial Advisers &Mortgage Brokers
Paraplanners
Product Providers
Support Services
Media
Other
Website traffic
Stats in March 2016 are as follows:
1,800 2,597 9%
Unique Visitors Pages Viewed Visits
-15% 5,783
Why use this template? Top web pages
Page name
Home Page
About us
News and Views
Surely still not Pete Tong at the FOS?
Tools and resources
Events
Active vs Passive: the Great Investment Debate
Being a cynic means never having to be disappointed (apologies to Love Story)
Industry News
The Pensions Trust: The end of the cheapo repo?
Bento bulletin stats
Issue No Issue Date Deliveries Opens Open Rate % Click-
throughs CTR
655 March 4 14364 1458 10.15 92 6.3
656 Mar 8 14342 1466 10.22 61 4.2
657 Mar 11 15697 2042 13.01 115 5.6
658 Mar 14 15066 2135 14.17 178 8.3
659 Mar 18 14565 2071 14.22 204 9.9
660 Mar 21 13658 1256 9.20 140 11.1
661 Mar 24 13630 1333 9.78 130 9.8
TOTAL 101,322 11,761 11.55 920 7.82
Why use this template? Top ten news stories
Issue News story
659 Surely still not Pete Tong at the FOS?
658 M&G: Active vs Passive: the Great Investment Debate
661 Being a cynic means never having to be disappointed (apologies to Love Story)
655 Avatar, a glimpse into the future
656 Pensions landscape
660 If you don’t listen how can you manage change?
657 BNY Mellon: Fixed Income: which way next?
660 Five common “myths” of Brexit dispelled in Rathbones report - Myth 2
660 PruFund Sales Aids from Prudential
658 Aviva Financial Planning Bulletin: Dividend Taxation from 6 April 2016
Why use this template? Top ten partner stories
Issue News story % Of Clicks
658 M&G: Active vs Passive: the Great Investment Debate 20%
657 BNY Mellon: Fixed Income: which way next? 6%
660 Five common “myths” of Brexit dispelled in Rathbones report - Myth 2 5%
660 PruFund Sales Aids from Prudential 5%
658 Aviva Financial Planning Bulletin: Dividend Taxation from 6 April 2016 4%
659 Five common “myths” of Brexit dispelled in Rathbones report - Myth One 4%
658 Wizard Learning: Dividend taxation, revision, data protection, R06 & AF5 4%
655 M&G Investments: Thoughts on EU referendum 3%
661 Five common "myths" of Brexit dispelled in Rathbones report - myth 4 3%
659 Prudential: The Budget 2016 3%
What’s happening in April
New HR Guide In April we will be launching our HR guide for Advisory firms, more details will be available in next months report. We will also schedule a Bento for One on the subject. Better Business We will be running the fourth Bento for One in our Better Business series with John Joe McGinley on ‘Profitable charging and how to build retainers’. Top Tweeter Awards Our Top Tweeter Awards will be back for the third year running. Look out for details on how to nominate and vote! Data cleanse Our data will go to Equifax Touchstone to be cleansed and updated.
Don’t forget
If you have any queries relating to this document please don’t hesitate to contact any of the team: This document is private and confidential and may contain privileged material. You must not copy, distribute, disclose or use any of the information within it. Any data contained herein is the property of Panacea Adviser and provided “as if”. It is not warranted to be accurate, complete or timely.
www.panaceaadviser.com
Derek Bradley Founder & ceo 07595 892930 [email protected]
Sarah Paul Marketing Director 07725 482150 [email protected]
James Bradley Head eRelationships 07540 061950 [email protected]
Hannah Hutcheon Communications & Marketing Consultant
07710 514967 [email protected]
John Glover Business Development Consultant
07867 500507 [email protected]