2023 Dynamic Planner Conference

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.

The agenda

The Economics of Now: A vital update on the global economic picture from banker turned BBC broadcaster Tanya Beckett
The Power of Now: With Ben Goss, CEO, Dynamic Planner. How can technology help you meet the Consumer Duty and power growth in 2023?
The Politics of Now: With Robert Shrimsley, UK Chief Political Commentator and UK Editor at Large, The Financial Times
The CEO Panel Debate: Debate between top CEO’s of growing financial planning firms
The CIO Panel Debate: Following 2022’s sell-off of fixed income and
equities, what will be this year’s big takeaway?
Keynote: With Therese Chambers, Director of Consumer Investments, FCA. More than 10 years on from RDR and with the Consumer Duty now on the horizon, hear direct from the regulator

View the full agenda here

Our 2023 Conference speakers

Tanya Beckett

Banker turned broadcaster, BBC

Robert Shrimsley

UK Chief Political Commentator, The Financial Times

Therese Chambers

Director of Consumer Investments, FCA

On demand recordings

Keynote – Tanya Beckett

‘The Economics of Now’. Vital update from former CNN and Sky News broadcaster Tanya Beckett
Watch the recording

Keynote – Ben Goss

‘The Power of Now’ – With Ben Goss, CEO, Dynamic Planner. How can technology power your growth in 2023?
Watch the recording

Keynote – Robert Shrimsley

‘The Politics of Now’ – With Robert Shrimsley, UK Chief Political Commentator and UK Editor at Large, The Financial Times
Watch the recording

Panel debate – With Chief Executive Officers

Chief Executive Officer Panel. What are financial planning’s big challenges and opportunities in 2023?
Watch the recording

Panel debate – With Chief Investment Officers

Chief Investment Officer Panel. Following 2022’s sell-off of fixed income and equities, what will be this year’s big takeaway?
Watch the recording

Keynote – Therese Chambers

Keynote – With Therese Chambers, Director of Consumer Investments, FCA. Ahead of the Consumer Duty, hear direct from the regulator
Watch the recording