On Demand

Can’t make one of our webinars? Catch up here on-demand with recordings of latest virtual events we have staged, alongside podcasts we have helped produce.

Chatterjee’s Chatter

Risk Profiling

Podcasts

Chatterjee’s Chatter

Chatterjee’s Chatter webinar, Q1 2021

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.

Chatterjee’s Chatter webinar, Q4 2020

Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.

Risk Profiling

Psychometric risk profiling webinar, 26 Aug 2020

Louis Williams [Head of Psychology & Behavioural Insights, Dynamic Planner] breaks down the client risk profiling process, from beginning to end. What are the pitfalls here? How do you avoid them?

Podcasts

Citywire Cash flow planning podcast – Episode 3, 25 Jan 2021

‘How do you demonstrate real value to a client?’ Chris Jones [Proposition Director, Dynamic Planner] and Steve Braidford [Parkgate Financial Services] join host Ian Horne [Citywire] to discuss.

Citywire Cash flow planning podcast – Episode 2, 7 Jan 2021

‘How do we finally nail decumulation?’ Jim Henning [Head of Investment Services, Dynamic Planner] and Simon Drake [Bainlye Drake Wealth] join host Ian Horne [Citywire] to discuss.

Citywire Cash flow planning podcast – Episode 1, 2 Dec 2020

‘Why stress testing is fundamentally flawed.’ Chris Jones [Proposition Director, Dynamic Planner] and Nick Ryan [Yellow Bear Financial Consultancy] join host Ian Horne [Citywire] to discuss.