Dynamic Planner

Connected - A podcast by Dynamic Planner

Junte-se à equipe do Dynamic Planner enquanto eles exploram tópicos-chave em investimento e planejamento financeiro, discutindo IA, mudanças de mercado, eventos globais e avanços tecnológicos.

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Understanding Clients: Financial Wellbeing, Behaviour & Vulnerability in Focus (Ep 05 With Louis Williams)

S1 E5 • 14 mins • Sep 2, 2025

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Episódios recentes

Sep 2, 2025

Understanding Clients: Financial Wellbeing, Behaviour & Vulnerability in Focus (Ep 05 With Louis Williams)

S1 E5 • 14 mins

Aug 13, 2025

Financial Planning in a digital world: The intersection of tech, trust & advice

S1 E4 • 21 mins

Aug 8, 2025

Beyond the Numbers: Shaping your clients futures with cash flow planning (Ep 03 with Steph Willcox)

S1 E3 • 14 mins

Aug 1, 2025

Mind the gap: Advice, guidance and what comes next (Ep 02 with Ben Goss)

S1 E2 • 24 mins

Jul 25, 2025

Consumer Duty Check In - Two Years On. Has it changed the game? (Ep 01 with Chris Jones)

S1 E1 • 21 mins

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Reino Unido
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