ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
every 26 days
Average audio length:
26 minutes
Guest interviews
English
United Kingdom
16 episodes
since July 25, 2025
episodic
LATEST EPISODE 🔗
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 …
SEARCH PAST EPISODES
Search past episodes of Connected - A podcast by Dynamic Planner.
PREVIOUS EPISODES 🔗
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.
Disclaimer: The podcast and artwork embedded on this page are from Dynamic Planner, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,822,740 podcasts and 195,633,529 episodes by people, places, or topics.
An investment in knowledge pays the best interest, so I listen to podcasts.
‐ Benjamin "Llamacorn" Franklin
SEARCH PAST EPISODES
Search past episodes of Connected - A podcast by Dynamic Planner.
CLAIM THIS PODCAST
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 classified ads 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
podcaster interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
our official X (formerly Twitter) account 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
EDIT
Thank you for helping to keep the podcast database up to date.
