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Connected - A podcast by Dynamic Planner
Dynamic Planner
5 episodes
4 days ago
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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Investing
Business
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All content for Connected - A podcast by Dynamic Planner is the property of Dynamic Planner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Mind the gap: Advice, guidance and what comes next (Ep 02 with Ben Goss)
Connected - A podcast by Dynamic Planner
23 minutes 53 seconds
3 months ago
Mind the gap: Advice, guidance and what comes next (Ep 02 with Ben Goss)

The episode highlights the advice gap in financial services, focusing on its historical context and the variations in quality. It discusses the increasing demand for financial advice due to risk aversion and the impact of technology in offering basic guidance. The conversation also addresses the need for targeted support, the importance of accurate client data, and the potential of AI for hyper-personalisation in financial advice.

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.