Connected - A podcast by Dynamic Planner

Dynamic Planner
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Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry. Whether it's the march of AI, tumultuous markets and world events, or ever-changing technology and regulation. Join us and connect to issues that matter most to the UK's investment and financial planning industry.

Episodes

  1. JAN 26

    Bridging the Financial Advice Gap

    Accessing financial advice can be challenging due to trust issues and societal stigma. Early financial planning is crucial, and individuals should seek help without shame. The episode explores personal experiences with financial advisors and the importance of finding the right fit. It also discusses the evolution of financial advice, emphasising technology, personalisation, and effective marketing to engage younger generations and improve financial literacy.

    41 min

  2. JAN 12

    Embracing AI in the Advice Industry

    Technology innovation is transforming the advice industry, particularly through AI. AI enhances efficiency, product development, compliance, and client interactions. While discussing the risks of AI, the importance of human oversight is emphasized. Advisors are urged to adopt AI while preserving personal client relationships. The conversation wraps up with thoughts on the future of AI in the industry and the critical need for trust in AI vendors.

    19 min

  3. JAN 9

    Boardroom Meets Newsroom: The 2026 Advice Industry Outlook With Dan Cooper & Ben Goss Part 2 of 2

    In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.

    22 min

  4. JAN 8

    Boardroom Meets Newsroom: The 2026 Advice Industry Outlook With Dan Cooper & Ben Goss Part 1 of 2

    In this episode of Dynamic Planner connected, we are joined by a special guest Dan Cooper, News Editor and Money Marketer, as well as CEO of Dynamic Planner, Ben Goss.

    27 min

  5. 12/02/2025

    Investment Outlook 2026, 06 Trevor Greetham & Abhi Chatterjee

    In this episode of Dynamic Planner connected, we are joined ba special guest Trevor Greetham, Head of Multi Asset, RLAM, and Dynamic Planner's Chief Investment Strategist, Abhi Chatterjee.

    39 min

  6. 09/02/2025

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

    In this episode of Dynamic Planner connected, we are joined by Louis Williams who is here to talk about understanding clients. Looking into their financial wellbeing, behaviour, vulnerability and focus.

    14 min

  7. 08/13/2025

    Financial Planning in a digital world: The intersection of tech, trust & advice (Ep04 with Rowan Whitington)

    Financial planning is changing as technology improves consumer access and engagement. Consumers want fast, reliable, and personalised advice, which challenges advisors to build trust while adapting to digital needs. The industry is focusing on data integrity and security. In the future, financial advice will be highly personalised and automated, prioritising ethics and data protection to maintain consumer confidence.

    21 min

  8. 08/08/2025

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

    The episode highlights the advantages of cash flow planning and how that is able to shape clients futures when it comes to their pensions. We also look into common pitfalls that may occur from this too.

    14 min

  9. 08/01/2025

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

    The episode highlights the advice gap in financial services, focusing on its historical context and the variations in quality. It discusses the increasing demand for financial advice due to risk aversion and the impact of technology in offering basic guidance. The conversation also addresses the need for targeted support, the importance of accurate client data, and the potential of AI for hyper-personalisation in financial advice.

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

    07/25/2025

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

    Consumer Duty has reshaped the advisory landscape, emphasizing client understanding of services and fees. Firms are reassessing their practices to ensure consistent service delivery. A cultural shift is occurring, moving from compliance to a proactive, client-focused approach. Technology is enhancing service delivery and documentation. Future regulatory changes are expected to further influence the financial services industry amid technological advancements.

    21 min
  • 10 Episodes

About

Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry. Whether it's the march of AI, tumultuous markets and world events, or ever-changing technology and regulation. Join us and connect to issues that matter most to the UK's investment and financial planning industry.

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