MENGENAI PODCAST INI 🔗
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.
Hos:
Kekerapan kemas kini:
every 26 days
Purata panjang audio:
26 minutes
Temu bual tetamu
Bahasa Inggeris
Inggeris
16 episod
sejak 25 Jul 2025
episodic
EPISOD TERKINI 🔗
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 ro ...
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EPISOD SEBELUMNYA 🔗
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 ...
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 jour ...
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 r ...
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 e ...
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 crit ...
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 discu ...
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 ...
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.
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Dynamic Planner, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
ENJIN PENCARIAN PODCAST
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‐ Isaac "Llamacorn" Newton
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