Findings from Meeting of Minds Winning Advisers North

Introduction:

The 28th Meeting of Minds - Winning Advisers took place on Thursday 25 April 2024. This document summarises the key issues raised in the topics discussed during the roundtables that took place. Participants enjoyed access to strategic insight, active involvement in shaping the industry and networking at the highest level.

The Meetings are Chatham House and thus participants are encouraged to speak openly and frankly and share insights and learning in the knowledge that any comments they might make will be non-attributable.

The Format:

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.

Each virtual half day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional facilitators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus structured networking.

The Sponsors:

We would like to thank all our sponsors whose financial contribution enabled Meeting of Minds Winning Advisers to take place. Their motivation is threefold:

To be heard, and to be seen as being supportive of the industry
To understand the stresses and strains being placed on the industry 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 Facilitators:

We would also like to thank our facilitators who played an invaluable role ensuring that the roundtables maintained their focus and encouraged participation from all – James Marshall, John Chapman, Roderic Rennison, Ben Wright, Sam Shaw, Ralph Jackson, and John Lappin.

The roundtable write ups:

The following are the headline findings captured from the outputs from the interactive roundtables which took place on the day, to provide a useful aide memoir. The roundtables operate under Chatham House rules so apart from the expert and facilitator, no names or companies are mentioned.