Connected – A podcast by Dynamic Planner
Connected - A podcast by Dynamic Planner
Podcast Description
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.
Podcast Insights
Content Themes
The podcast primarily focuses on significant industry challenges such as the implications of Consumer Duty, the impact of technological advancements like AI and evolving market regulations, with episodes like 'Consumer Duty Check In - Two Years On' diving deep into the shifting landscape of client service and compliance practices.
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.
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.
Disclaimer
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