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

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Manage episode 410415896 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

160 episodes

Artwork
iconShare
 
Manage episode 410415896 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

160 episodes

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