Discover how Dynamic Planner can power your growth in 2023. This April and May, join our Client Success team at one of 12, UK-wide dates, bringing you up to speed on the very latest developments in the system.
Significantly in 2023, the latest version of Dynamic Planner is fast reaching completion. This spring, see, within it, the end-to-end journey of a client. In friendly, face-to-face sessions, take the opportunity to get involved and ask your question, as well as, during breaks for tea and coffee, network and connect with professionals from advice firms local to you.
CPD agenda to include: in the latest version of Dynamic Planner, building model portfolios; managing solution shortlists; defining target markets and making your recommendation process more efficient, and consistently focused on good client outcomes. Plus, Dynamic Planner’s new, custom report builder is coming soon in 2023.
