Transform The Way Clients See You

9th Dynamic Planner Annual Conference 2021

Wed 10 Mar 2021 11am – 4pm

Thank you to all that came to the Dynamic Planner Annual Conference 2021

Virtual Conference 2021

Chaired by the business journalist and presenter Adam Shaw. This year’s conference was like no other. The events of 2020 shifted the way we all communicate with people. The previous eight Dynamic Planner Annual Conferences have been all about connection and community, that is why this year we delivered the annual conference, broadcast style, into the homes of our community, allowing us to connect virtually.

In a day of insight, attendees enjoyed panel debates featuring industry CIO’s and leading members of the media. What do UK and global markets look like post-Brexit and as economies bid to recover from Covid? Attendees had the opportunity to hear from top asset managers and their take on topics. Plus, in his 2021 Conference keynote, Dynamic Planner CEO Ben Goss discussed the future of financial planning technology at a pivotal time for firms.

9th Dynamic Planner Annual Conference materials

2021 heralded our first ever virtual conference and because of that we are able to share this virtual content with you after the event.

Time Session
Keynote – Business opportunities of the future: Lessons from the world’s richest entrepreneurs – Adam Shaw, Business Broadcast Journalist View Recording
Keynote – Transforming the way clients see you – Ben Goss, CEO, Dynamic Planner View Recording
Cash Flow Panel – Deepening client relationships with cash flow modelling in 2021 View Recording
Chief Investment Officer Panel View Recording
Keynote – Lifting the curtain on ESG ratings – Naomi English, Managing Director of ESG Product Strategy at MSCI View Recording
Press Panel – 2020 from the media’s perspective View Recording
Keynote – The next 10 years: How to develop a future mindset and make better decisions today – With Gerd Leonhard, futurist, humanist, author and CEO, The Futures Agency View Recording

Content from our partners

What did the attendees say?

“If it was a face-to-face Conference, I would have stood up and given Ben and his team a standing ovation.”

“I found the whole thing engaging, I thought I would have switched off and left hours ago. What a truly well designed and packaged conference.”

“Thank you Dynamic Planner for hosting such a great event. I am very excited to attend the next one.”

“Today was a great event and one that I am very excited to attend again! I would say the panel discussions were the highlights for me. They gave some great insights and it was really engaging to listen to others views!”

“This was by far and away the most professional CPD that I have attended since the beginning of lockdown last year. It was a great day and I got a lot out of it. My congratulations and thanks to all involved.”

“It was THE best virtual conference of the pandemic, or perhaps ever! And what a session on ESG. The best I’ve seen on the subject by a country mile.”

Previous speakers

Naomi English

Managing Director, ESG Product Strategy

Gerd Leonherd

Author, Futurist & Humanist, CEO The Futures Agency

Yasmina Siadatan

Sales & Marketing Director, Dynamic Planner

Debbie Gupta

Director of Life Insurance and Financial Advice, FCA

Adam Shaw

Business journalist and presenter

Simon Jack

BBC Business Editor

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