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.
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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.
Beyond the Numbers: Shaping your clients futures with cash flow planning (Ep 03 with Steph Willcox)
Connected - A podcast by Dynamic Planner
13 minutes 32 seconds
3 months ago
Beyond the Numbers: Shaping your clients futures with cash flow planning (Ep 03 with Steph Willcox)
The episode highlights the advantages of cash flow planning and how that is able to shape clients futures when it comes to their pensions. We also look into common pitfalls that may occur from this too.
Connected - A podcast by Dynamic Planner
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.
