2023 Dynamic Planner Conference

It has been a difficult 12 months. War and aggression in Europe. Turmoil in Downing Street, which quickly spread to markets, worsening ongoing volatility and resulting in a September, which witnessed the worst monthly falls since March 2020 for your clients’ portfolios.

The financial planning profession was still coming to terms with life with Covid, which has transformed the delivery of advice. Indeed, more than three in four firms, according to Dynamic Planner’s new annual survey, say that hybrid or fully remote working is here to stay. And yet with so many challenges, there is huge opportunity. Firms are growing. And they are growing the number of clients they serve. Almost unanimously, you believe technology is now positively powering that ambition.

On 7 February 2023, live in the City of London, learn how to embrace change and opportunity at the Dynamic Planner Conference, ‘The Power of Now’. How can technology enable innovation, power productivity and, underneath the umbrella of the Consumer Duty, sharpen focus on clients and the outcomes and value you drive for them?


Feb 07 2023


8:30 am - 5:30 pm


Greater London
Book now