A 20-minute view.   

In this interview with Ben Goss, CEO of Dynamic Planner, Lee explores innovation and how Ben got started.

After working for providers and consultancy firms he got things underway with the first automated, regulated advice firm after spotting the potential of the fledgling internet.

After selling that business, now part of Morningstar, Ben is driving the ever innovating Dynamic Planner and discusses how it keeps evolving and iterating to keep up with supporting the adviser community with what Ben describes as “their critical work with clients.”

 

This short interview covers much, from data to diversity of thought and team, we are convinced you will find real value in this discussion with a proven fintech innovator.

Where else is the innovation in Financial Services? 

To meet more of the expert members who are innovating and sharing their ideas on the future shape of the industry. Join the discussions, read the articles and find out more.

All can be found in The Festival of Innovation

Innovation all in one place.

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