Download ’10 learnings’ – your guide to best practices financial advice firms have shared of their success in 2020.

What things can you take away and start introducing at your firm? How have advice firms successfully generated new business this year during the pandemic?

We reached out to the Dynamic Planner user community and asked them what their experience was We asked firms to compare their 2020 new business levels, with the final quarter of 2019.

What tactics and technology are firms using, who have successfully generated more new business this year? How are they using technology to increase their capacity to service more clients?

Quickly enter your details in the form on this page. And we will email you your guide!