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.
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On Demand
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Chatterjee’s Chatter
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Risk Profiling
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Fund Research
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Podcasts
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Conferences
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Chatterjee’s Chatter
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Chatterjee’s Chatter webinar, October 2022
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
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Chatterjee’s Chatter webinar, July 2022
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next in his session titled ‘Prepare, don’t predict…’
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-chatterjees-chatter-market-analysis-july-2022/”]
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Chatterjee’s Chatter webinar, April 2022
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next, while Louis discussed ‘Investment decisions in times of turmoil’.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-chatterjees-chatter-market-analysis-april-2022/”]
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Chatterjee’s Chatter webinar, January 2022
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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-chatterjees-chatter-market-analysis-january-2022/”]
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Chatterjee’s Chatter webinar, October 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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-chatterjees-chatter-market-analysis-october-2021/”]
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Chatterjee’s Chatter webinar, July 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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-chatterjees-chatter-market-analysis-july-2021/”]
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Chatterjee’s Chatter webinar, April 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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-chatterjees-chatter-market-analysis-april-2021/”]
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Chatterjee’s Chatter webinar, January 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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-markets-what-will-they-throw-at-us-in-2021/”]
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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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-asset-allocation-in-a-post-covid-world/”]
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Risk Profiling
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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?
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Fund Research
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Risk Profiled Solutions
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Dynamic Planner Solutions Webinar – Risk Profiled Solutions, June 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Aegon
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Dynamic Planner Solutions Webinar – Risk Profiled Solutions, March 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/dynamic-planner-solutions-webinar-risk-profiled-solutions-march-2022/”]
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Dynamic Planner Solutions Webinar – Risk Profiled Solutions, September 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/dynamic-planner-solutions-webinar-risk-profiled-solutions-september-2021/”]
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Risk Target Managed
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Dynamic Planner Solutions Webinar – Risk Target Managed Solutions, September 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-risk-target-managed-solutions-september-2022″]
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Dynamic Planner Solutions Webinar – Risk Target Managed Solutions, December 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/dynamic-planner-solutions-webinar-risk-target-managed-solutions-dec-2021/”]
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Risk Managed Decumulation
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Risk Managed Decumulation Solutions, December 2022
A packed 45 minutes in which Jim Henning, Head of Investment Services at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Jim and Abhi are joined by Bordier.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-risk-managed-decumulation-solutions-december-2022-2/”]
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Risk Managed Decumulation Solutions, May 2022
A packed 45 minutes in which Jim Henning, Head of Investment Services at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Jim and Abhi are joined by EPIC Investment Partners.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-risk-managed-decumulation-solutions-may-2022/”]
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Risk Managed Decumulation Solutions, March 2022
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Abhi Chatterjee, Chief Investment Strategist, discuss decumulation solutions for your clients in this target market. Chris and Abhi are joined by Sam Liddle from Church House Investments
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Watch now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/events/webinar-risk-managed-decumulation-solutions-march-2022/”]
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Happier returns in decumulation? April 2021
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Jim Henning, Head of Investment Services, discuss decumulation solutions for your clients in this target market.
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Podcasts
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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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Listen now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/podcast-how-do-you-demonstrate-real-value-to-a-client/”]
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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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Listen now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/podcast-how-do-we-finally-nail-decumulation-in-retirement/”]
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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.
[nectar_btn size=”large” open_new_tab=”true” button_style=”regular” button_color_2=”Accent-Color” icon_family=”none” text=”Listen now” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/podcast-why-stress-testing-in-cash-flow-planning-is-fundamentally-flawed/”]
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10th Annual Conference 2022 Keynotes
In 2022 we successfully ran our 2nd virtual conference, below you can find the recorded sessions:
Keynote from Adam Shaw British Business Journalist and Presenter for the BBC and ITV
Adam talks to us about his views on the economy and politics through the eyes of a broadcast journalist
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The future of financial planning technology has arrived; The Dynamic Planner big reveal from CEO Ben Goss
Ben Goss unveils a series of industry beating technological advancements delivered live from Dynamic Planner
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Panel debate – With Financial Advisers
A panel debate with financial advisers representing the full spectrum of firms today. What is their experience in 2022? Their challenges? And their successes?
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Panel debate – With Chief Investment Officers
A Dynamic Planner Conference highlight. Hear from top CIO’s, sharing their views on the very latest in investments and markets in 2022.
[nectar_video_lightbox link_style=”nectar-button” nectar_button_color=”Default-Accent-Color” video_url=”https://fast.wistia.com/embed/medias/svrt3maab5″ link_text=”Watch now”]
Keynote – With Rt Hon Lord Deben, Chairman, Committee on Climate Change
A passionate advocate for the power of financial services to drive transformational change in the world today. Powerful insight from a key figure and industry expert.
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9th Annual Conference 2021 Keynotes
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Business opportunities of the future: Lessons from the world’s richest entrepreneurs – Adam Shaw, Business Broadcast Journalist
Award-winning journalist Adam Shaw looks at unexpected results of previous crises and what lessons we can learn from them in light of today’s pandemic. Adam then spotlights successful business leaders and what they have in common.
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Transforming the way clients see you – Ben Goss, CEO, Dynamic Planner
The Annual Keynote from Ben Goss, the CEO and co-founder of Dynamic Planner. Hear him discuss the future of financial planning technology, how it’s been impacted by the last 12 months and how the industry is set to respond moving forward.
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Cash Flow Panel – Deepening client relationships with cash flow modelling in 2021
Deepening client relationships with cash flow modelling in 2021 – Hear from advisers who have adopted Dynamic Planner Cash flow to support their clients during the pandemic and in the process, have grown both their relationships and practice.
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Lifting the curtain on ESG ratings – Naomi English, Managing Director of ESG Product Strategy at MSCI
A rare chance to hear exclusively from the Managing Director of ESG Product Strategy at MSCI.
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Press Panel – 2020 from the media’s perspective
Editors from leading industry titles live to tell the tale of 2020 and, in a rare opportunity, transparently discuss the role they play in financial services.
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The next 10 years: How to develop a future mindset and make better decisions today – With Gerd Leonhard, futurist, humanist, author and CEO, The Futures Agency
This year’s climactic Conference Keynote, with futurist, humanist, author and CEO of The Futures Agency, Gerd Leonhard, an internationally renowned speaker, who focuses on ‘people, planet, purpose and prosperity’.
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Past Conferences
Take a look at some of the roundup videos from our renowned face to face annual conferences from 2016 – 2020.
