Come and join us for a morning session, including a catered breakfast, networking with passionate industry professionals and of course live CPD-qualifying Dynamic Planner training. Here are some of the topics you’ll master on the day:
- Support client onboarding with a digital Fact Find.
- Assess characteristics of vulnerability, retirement income preferences and get insights into your client’s financial personality.
- Get to grips with the Tram app.
- Tailor reports to express your brand and meet the needs of your clients.
- Demonstrate the ongoing service you provide through Dynamic Planner Insights.
- … And much, much more, including valuation integrations and the future of advice with AI & automation.
At Dynamic Planner we carefully choose who we partner with to make sure our events are interesting and valuable. By registering for this event you agree to sharing your details with our partners. To opt out please email phalgunmallya@dynamicplanner.com