Connected - A podcast by Dynamic Planner

Targeted support: How will we ensure its delivered?


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Hosted by Cherry Reynard with insights from Simon Farrant and Chris Jones, in this episode we explore how targeted support enables mass recommendations with a streamlined suitability process, identifying common client needs and offering pre-defined solutions. With conversation highlighting the regulatory framework, potential benefits for advisors, and the strategic considerations for implementing such services effectively.

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Connected - A podcast by Dynamic PlannerBy Dynamic Planner