À PROPOS DE CET ÉPISODE
Hosted by Cherry Reynard with insights from Simon Farrant and Chris Jones, in this episode we explore how targeted support enables mass recommendations with a streamlined suitability process, identifying common client needs and offering pre-defined solutions. With conversation highlighting the regulatory framework, potential benefits for advisors, and the strategic considerations for implementing such services effectively.
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Rechercher les épisodes précédents de Connected - A podcast by Dynamic Planner.
AUTRES ÉPISODES DANS CE PODCAST
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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.
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.
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