이 팟캐스트 소개 🔗
Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry. Whether it's the march of AI, tumultuous markets and world events, or ever-changing technology and regulation. Join us and connect to issues that matter most to the UK's investment and financial planning industry.
진행자:
업데이트 빈도:
every 26 days
평균 오디오 길이:
26 minutes
게스트 인터뷰
영어
영국
에피소드 16 개
2025년 7월 25일부터
episodic
최신 에피소드 🔗
This video summarises key findings from the Dynamic Planner's Advice 2026 report, revealing significant trends in AI adoption, data utilisation, and regulatory impact within the financial advisory industry. It highlights increased adviser capacity, the growing importance of data, and the dual role …
이전 에피소드 🔗
Explore the 2026 market outlook with insights from PIMCO's Rupert Harrison and Dynamic Planner's Abhi Chatterjee. This discussion delves into the impact of geopolitical events on inflation and interest rates, the nuanced growth prospects for emerging markets, and the transformative influence of AI …
Join Cherry Reynard on this episode of Connected as she interviews Ben Goss, CEO of Dynamic Planner, about his new book, "Funding Happiness." This insightful discussion explores how collaborative financial planning can lead to both happiness and financial security. Goss shares his journey…
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 regu…
This episode of Connected explores the "Give to Gain" theme for International Women's Day, featuring insights from Melinda Lovell and Steph Wilcox. They discuss the importance of nurturing female talent in FinTech and the actuarial field, addressing gender imbalances and the need for enha…
This episode explores the emotional and psychological aspects of financial investing, particularly for vulnerable clients. Behavioral economist Mark Pittaccio and Dr. Louis Williams discuss how psychological barriers and lack of understanding hinder investment engagement. They emphasise the critica…
Accessing financial advice can be challenging due to trust issues and societal stigma. Early financial planning is crucial, and individuals should seek help without shame. The episode explores personal experiences with financial advisors and the importance of finding the right fit. It also discusse…
Technology innovation is transforming the advice industry, particularly through AI. AI enhances efficiency, product development, compliance, and client interactions. While discussing the risks of AI, the importance of human oversight is emphasized. Advisors are urged to adopt AI while preserving pe…
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.
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Dynamic Planner에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
팟캐스트 검색 엔진
당사 웹사이트를 사용하여3,825,360팟캐스트 및195,862,401에피소드를 사람, 장소 또는 주제별로 검색할 수 있습니다.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
이 팟캐스트 요청하기
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post 분류 광고 for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
팟캐스터 인터뷰...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
공식 X(구 Twitter) 계정 will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
