In this download [14min estimated read time], you can discover:
- Does financial advice have a positive impact at a time of crisis? What did 600+ people say?
- How resilient have investors been in 2020? 4 Dynamic Planner advice firms outline client conversations they have experienced
- Ben Goss, Dynamic Planner CEO, analyses income in retirement against the landscape of this year’s crisis – and underlines three key ways firms can mitigate risk for this client cohort
- Finally, two case studies with advice firms, asking two simple questions: ‘What are you doing differently today, because of the crisis?’ and, ‘How is Dynamic Planner helping you deliver that?’