In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk

DFM Dynamics with Peter Clark

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

Business

Careers

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

Share DFM Dynamics with Peter Clark

Sign up to save your podcasts

DFM Dynamics with Peter Clark

DFM Dynamics with Peter Clark

More shows like NextGen Planners

TRAP: The Real Adviser Podcast