Download ’10 learnings’ – your guide to best practices financial advice firms have shared of their success in 2020.

What things can you take away and start introducing at your firm?

  • How have advice firms successfully generated new business this year during the pandemic? We reached out to the Dynamic Planner user community and asked them what their experience was
  • We asked firms to compare their 2020 new business levels, with the final quarter of 2019
  • What tactics and technology are firms using, who have successfully generated more new business this year?
  • How are they using technology to increase their capacity to service more clients?

Quickly enter your details [right]. And we will email you your guide!