February’s 2023 Dynamic Planner Conference was a wonderful occasion. Hundreds of financial planning professionals, current and non-Dynamic Planner users alike, came together for the day to engage with brilliant CPD sessions.
They included a Keynote from Dynamic Planner CEO Ben Goss, centred on a live demonstration of how you can collaborate with clients digitally, efficiently and engagingly, and drive value and suitability by identifying your different target markets of clients. Robert Shrimsley, from the Financial Times, wowed everyone before lunch with a whistlestop 30min of political insight, which laid bare the current precarious balance between the current UK government and opposition.
Following a lunch filled with good food and conversations with fellow delegates, and 2023 Conference Partners, the afternoon agenda settled down for two special panels, of CEO’s of leading financial planning firms and CIO’s of top asset managers. Capping the occasion, Therese Chambers from the FCA unpicked the latest regulatory landscape, and outlined what the regulator expects from firms in future.
