Dynamic Planner has relaunched its Content Hub to better support firms in tackling a range of challenging topics with clients.
Financial planning professionals now have access to a revitalised range of articles, data, analysis and insight to ensure compliance and support an “engaging and informative” planning process, the firm said.
Launched in 2020 to provide additional ways to explain the many topics that arose from the pandemic, material on the Hub has been enhanced and expanded, providing visual aids, checklists and financial education.
The Content Hub also contains a range of investor behaviour-based topics plus insight on vulnerability and financial wellbeing from Dr Louis Williams, Dynamic Planner’s head of psychology and behavioural insights.
Chris Jones, financial services director at Dynamic Planner, said: “We saw huge demand for Content Hub when we originally launched it back in 2020. With world market events changing at a rapid pace, ongoing cost of living issues at home and ever-changing industry regulation, firms have a seemingly never-ending range of issues to discuss and unpack with clients.
“Relaunching Content Hub enables us to better support firms in delivering expert insight and make explaining challenging topics, such as new regulations or what can be unsettling market events, much easier.”
Firms can access a range of topics including how our emotions can lead us to good and bad decisions; understanding the impact of currency risk; the benefits of diversification for investors; and financial personality.
Main image: eric-prouzet-DKZalTR1EuM-unsplash
