Ben Goss

Ben Goss, CEO and founder of Dynamic Planner, shares insights on leveraging technology to enhance financial advising. He discusses the importance of balancing technology with human empathy to improve client engagement. Ben highlights how their software boosts productivity, allowing advisors to serve more clients without extra effort. He emphasizes measuring tech effectiveness by time saved and how smart scaling can significantly impact revenue. Lastly, he encourages ongoing professional development as a vital aspect of success in the financial sector.