The guide, which Panacea Adviser has commissioned in partnership with business consultant John Joe McGinley, head of Glassagh Consulting, is designed to help advisory businesses adapt to the many and varied changes affecting the industry.
Derek Bradley, chief executive of Panacea Adviser, said: “We have been saying that these are momentous times for the advisory profession for what seems like a generation and yet that sense of unending change remains with us, and will do for the foreseeable future.
“This is why we have commissioned this new guide, Getting Ready for the Future of Advice, to take advisers and owners through a process and a plan of attack in order to ensure the necessary responses to ongoing change are embedded within.
“By having a written plan, by setting out both short-term and long-term achievable goals, and by acting upon the needs of the market, industry, clients and business, there is a much better chance of the adviser and firm being fit for client purpose now and well into the future.”
