We have loved staying connected with you virtually these last two years. But, as your clients tell you, sometimes there is simply no substitute for meeting face-to-face. Conversation and the valuable relationships which spark from it. Lively debate. Collaboration. A sense of community and genuine belonging to a profession we are all proud to be part of. After two years, we can’t wait to see you again at our first face-to-face events since Covid, our Spring 2022 Roadshows. Whether your firm has long adopted Dynamic Planner, or is simply considering it, you will be equally welcome.

We have sorely missed not being able to get together, but across five dates and wonderful settings this May and June, we are keen to make up for perhaps not lost time, but a different time we have all experienced. At our Roadshows, network and instantly connect with professionals from advice firms local to you. How have they adapted during Covid? Where have they won? Where have they struggled? In May and June, we can learn from each other against the backdrop of a brilliant, CPD-qualifying agenda we have loved lining up.

Needless to now say, it will all be going on at our Spring 2022 Roadshows this May and June. Come and get involved, and say hello. We would love for you to join us. And we haven’t even said two words: free, lunch. Scroll down to register places for you and your colleagues at one of our five upcoming dates.

Spring 2022 Roadshows – Join the best debate in town this May and June:

  • Inflation and its rising risk.
  • PROD: how does your firm meet its demands?
  • Building on the electric Chief Investment Officer Panels at our Annual Conferences, there will be a special Investment Panel this spring tasked with unpicking a complex, global picture in markets in 2022. How can we expect the landscape to shift in the next 12 months?
  • And technology and financial planning systems: what are your pain points? And how can Dynamic Planner help eliminate them from your processes? We will show you.
Time Session
10.30 – 10.45 Cutting edge technology – Dynamic Planner today and in the future
See how our multi-million investment in Dynamic Planner has resulted in One System for all your financial planning needs. Get the lowdown on latest developments. Plus, exciting enhancements for 2022 and beyond.
10.45 – 11.30 Investment experts panel
Experts from leading global asset managers discuss major macro-economic and geo-political themes likely to impact investors in next 12 months. What are key messages you can relay to your clients?
11.40 – 12.00 Tea and coffee break
12.10 – 12.35 Understanding and managing Inflation risk
Inflation is the hot topic for many UK investors. Experts from Dynamic Planner’s Investment Services team explore the topic… alongside how using technology and the right solutions can mitigate the risks for clients.
12.45 – 13.30 Lunch, exhibition
A chance to connect and collaborate with colleagues and industry experts in our exhibition area.
13.30 Afternoon session commences
13.40 – 14.00 Client Access – The future of hybrid advice
Dynamic Planner’s new ‘Client Access’ ability is designed to maximise the benefits of hybrid working, creating efficiencies for you and an engaging experience for your clients. A live demo of this game-changing software.
14.00 – 14.30 PROD-proof your business – Product and Platform Research in Dynamic Planner.
Also new to Dynamic Planner, Product and Platform research enables you to PROD-proof your business. We’ll talk through the regulatory requirements, and then show you how you can use the new functionality to complete the entire financial planning process in one, end-to-end system.
14.30 – 14.45 Tea and coffee break
14.45 – 15.10 Dynamic Planner ‘Show and Tell’
Always immensely popular, we cover frequently asked questions about Dynamic Planner and walk-through key areas of the system. The perfect chance to brush up your knowledge and make full use of the system.
15.10 – 15.30 Guest speaker
Motivational and insightful content on a wide range of topics, with new speakers at each location.
15.30 Close

Spring 2022 Roadshows – Come and say hello. Register below

Sandy Park, Exeter - 17 May 2022

The Clermont Charing Cross, London - 19 May 2022

voco St John's Solihull, Birmingham - 24 May 2022

The Mere Golf Resort & Spa, Manchester - 25 May 2022

Macdonald Houstoun House , Edinburgh - 8 June 2022

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