Dynamic Planner, the UK’s leading risk based financial planning system has opened registrations for its 12th annual Conference on 5th March at 22 Bishopsgate in the City of London.
This year’s ‘Scaling Success’ themed event, will see hundreds of financial planning professionals attend to hear how they can scale advice businesses through leading, end-to-end technology; scale client data through innovative, integrated systems of record; and scale loyal client bases with good outcomes running through their core.
CEO Ben Goss will provide his annual keynote which will reveal exclusive announcements and the latest news from Dynamic Planner. Delegates will also take away unique and valuable insights from exclusive speakers, as well as from the UK’s leading Chief Investment Officers, analysing today’s outlook for global markets and investment portfolios on the 2024 CIO panel.
Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner said: “Join us at our not-to-be-missed 12th annual Conference for 2024, once again in the heart of City. Come and experience the power of the financial planning community and explore how together we can scale success for your clients, for you and for your business.
“Anyone who has attended in the past knows that our annual Conference always promises to be a fantastic occasion. We look forward to welcoming clients and prospective clients to our Scaling Success themed event on Tuesday 5th March.”
Delegates can register here. Anyone unable to travel to the event can join as a virtual conference delegate, live streaming keynotes and all Main Stage sessions in broadcast-quality. Dynamic Planner’s 2024 Conference agenda can be found here.