ОТНОСТНО ТОЗИ ЕПИЗОД
In this episode of Dynamic Planner connected, we are joined by Louis Williams who is here to talk about understanding clients. Looking into their financial wellbeing, behaviour, vulnerability and focus.
Английски
Великобритания
ТРАНСКРИПЦИЯ 🔗
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на Connected - A podcast by Dynamic Planner.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.
In this episode of Dynamic Planner connected, we are joined ba special guest Trevor Greetham, Head of Multi Asset, RLAM, and Dynamic Planner's Chief Investment Strategist, Abhi Chatterjee.
Financial planning is changing as technology improves consumer access and engagement. Consumers want fast, reliable, and personalised advice, which challenges advisors to build trust while adapting to digital needs. The industry is focusing on data integrity and security. In the future, financial a…
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