Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual Conference, which is set to be delivered remotely, into the homes of attendees on Wednesday 10 March: 11am-4pm. Dynamic Planner’s previous eight conferences have centred on connection and community, and with these human needs now greater than ever and 2020 shifting the way the industry and beyond communicate, this year’s conference will be like no other.

In an inspiring day of insight, attendees can look forward to networking opportunities, sessions with leading asset managers and a fascinating CIO Panel debate. Keynotes will include: ‘How you can save hours of time streamlined within PROD rules’; ‘How has integrated cash flow modelling reduced the cost to serve for the many?’; and ‘The roaring 2020s and heralding of ESG – The future is upon us’. Dynamic Planner CEO Ben Goss will also reveal the latest Dynamic Planner innovations.

Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said:

“Last year shifted the way we communicate. Never again will we take for granted roundtable discussion, speed networking, or revolutionary stage design with that unforgettable keynote. While we may feel a sense of nostalgia for the way we used to engage as an industry, it doesn’t mean we need to forget knock-out events altogether.

“Our Annual Conference has been the go-to in person event for the last few years and we will deliver the go-to virtual industry event of 2021, the Dynamic Planner 9th Annual Conference hosted by BBC Business Editor Simon Jack.

“We will bring together advisers, paraplanners, administrators, asset managers, journalists, influencers and a host of other guests and VIPs into one digital environment to network, discuss, debate and unpick the most pressing issues we all today face. It’s a not to be missed event. Come and connect live with the industry, we all need and deserve it. You are very welcome to join us.”

Dynamic Planner’s ninth Annual Conference will take place on Wednesday 10th March: 11am-4pm. Attendees should register early to be on the first come first served list for lunch which will be delivered in line with Dynamic Planner’s sustainable credentials with as little environmental impact as possible.

Find out more and register your place here.