Dynamic Planner's 'Transform the Way Clients See You' conference will include a "first come first served" lunch delivered to attendees.
The conference will be hosted by BBC business editor Simon Jack and will include networking opportunities, sessions with asset managers, and a CIO panel debate.
Keynotes will include: ‘How you can save hours of time streamlined within PROD rules’; ‘How has integrated cash flow modelling reduced the cost to serve for the many?’; and ‘The roaring 2020s and heralding of ESG – The future is upon us’.
The previous eight Dynamic Planner conferences have centred on connection and community.
Yasmina Siadatan, sales and marketing director at Dynamic Planner, said: “Last year shifted the way we communicate. Never again will we take for granted roundtable discussion, speed networking, or revolutionary stage design with that unforgettable keynote.
"While we may feel a sense of nostalgia for the way we used to engage as an industry, it doesn’t mean we need to forget knock-out events altogether. We will bring together advisers, Paraplanners, administrators, asset managers, journalists, influencers and a host of other guests and VIPs into one digital environment to network, discuss, debate and unpick the most pressing issues we all today face.”