Connected - A podcast by Dynamic Planner
By Dynamic Planner
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Category: Investing
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Episodes: 14
Description
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.
| Episode | Date |
|---|---|
|
How to Fund Happiness
|
May 08, 2026 |
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Targeted support: How will we ensure its delivered?
|
Apr 15, 2026 |
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International Women's Day - Give to Gain
|
Mar 08, 2026 |
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Mind over Money - Supporting Vulnerable Clients
|
Mar 02, 2026 |
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Bridging the Financial Advice Gap
|
Jan 26, 2026 |
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Embracing AI in the Advice Industry
|
Jan 12, 2026 |
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Boardroom Meets Newsroom: The 2026 Advice Industry Outlook With Dan Cooper & Ben Goss Part 2 of 2
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Jan 09, 2026 |
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Boardroom Meets Newsroom: The 2026 Advice Industry Outlook With Dan Cooper & Ben Goss Part 1 of 2
|
Jan 08, 2026 |
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Investment Outlook 2026, 06 Trevor Greetham & Abhi Chatterjee
|
Dec 02, 2025 |
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Understanding Clients: Financial Wellbeing, Behaviour & Vulnerability in Focus (Ep 05 With Louis Williams)
|
Sep 02, 2025 |
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Financial Planning in a digital world: The intersection of tech, trust & advice (Ep04 with Rowan Whitington)
|
Aug 13, 2025 |
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Beyond the Numbers: Shaping your clients futures with cash flow planning (Ep 03 with Steph Willcox)
|
Aug 08, 2025 |
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Mind the gap: Advice, guidance and what comes next (Ep 02 with Ben Goss)
|
Aug 01, 2025 |
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Consumer Duty Check In - Two Years On. Has it changed the game? (Ep 01 with Chris Jones)
|
Jul 25, 2025 |