SUMMARY
The nineteenth Meeting of Minds Winning Advisers took place on Tuesday 15 October at Tylney Hall Hotel, Hampshire. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.
A Meeting of Minds Winning Advisers is a biannual strategic forum organised by Owen James. It is an opportunity for some 60 plus owner managers of independently spirited IFA firms to come together with product and service providers keen to engage with them on a strategic level. These Meetings provide a neutral environment where they can examine industry issues, opportunities and develop business strategies to address them.
Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.
The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.
To find out more about taking part, please contact Charlie Martin at Owen James: charliemartin@owenjamesgroup.com or you can contact her on 01483 861 334.
THIS REPORT
The Roundtable sessions were facilitated by:
- Dave Edwards, Esperto Business Solutions
- Richard Clarke, Independent Consultant
- Juliet Valdinger, Independent Consultant
- John Chapman, Orion Consultancy Ltd
- Roderic Rennison, Rennison Consulting Ltd
- Paul Miles, Silverback Consultancy
- Martyn Laverick, Soprano Consulting
- Henry Tapper, Age Wage
We are very grateful for the time and energy they have expended on making A Meeting of Minds Winning Advisers a success and hope you will consider this report an interesting, thought-provoking and accessible read. As ever, your feedback is much appreciated.
We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to this Meeting and on the day.
THE SPONSORS
We would like to thank our sponsors who made the Meeting of Minds possible. The following companies took part and their motivation for doing so is threefold:
- To be, and be seen as being, supportive of the industry;
- To understand the stresses and strains being placed on financial advisery firms and, where possible, respond to them;
- To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned
The Findings
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Insights from the clients of advisory firms: what do they value, and how can referrals be better utilised to attract more of them?
There is now a considerable difference between a professional services relationship which a lot of firms offer compared to the traditional financial services business
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
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It’s a family affair – how can advisers close the wealth transfer generation gap?
Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
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It’s all about growth (Session 2)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
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It’s all about growth (Sessions 1 and 3)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
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Let’s have a look at the next generation investment platforms.
What do we think the end-to-end experience is going to look like?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
