In Conversation With...Ben Goss, CEO of Dynamic Planner

In this episode, Kimberley Dondo and Ben Goss, CEO of Dynamic Planner, delve into the basics of AI in financial advice, distinguishing it from automation. They explore real-world examples of AI's application by financial advisers in the UK, along with its role in personalising financial plans, improving client acquisition, and streamlining operations. The discussion extends to topics like retirement planning, goal-based advice, ethical considerations, and the human aspect of financial advisory. Tune in now: