Dynamic Planner Business Consultancy events are for advice firms across the market to come and understand how Dynamic Planner can help them overcome specific challenges they face.
The aim of sessions will be to explore those challenges in detail and demonstrate how the right technology and investment process can help them achieve success. At sessions, external consultants will look at the IFA succession and acquisition marketplace, alongside our own experts demonstrating how Dynamic Planner can help here.
This quarter’s topic:
Stabilise: Advice firms looking to stabilise by increasing efficiency and demonstrating value to existing clients;