After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Big tech. How and where it can add value back into the sector
Expert: Andrew Back, Multrees. Moderator: Ben Wright
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCentralised investment propositionsClientClient ExperienceFinancial adviserFinancial AdvisoryIndependent Financial AdviserRegulatorsTechnology
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Clearly Signposted, how to integrate ESG into the advice journey
Expert: Andy Miller, Investment Specialist, Quilter Platform. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceESGFinancial AdvisoryGreen InvestingInvestmentsRegulatorssustainable
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Finding your edge to grow in this game you need strategy and a mindset to match
Expert: Barry Neilson, Novia. Facilitator: Martyn Laverick
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
Business developmentClient Data ManagementClient ExperienceFinance StrategyFinancial adviserFinancial AdvisoryIndependent Financial AdviserTech
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Merger and acquisition (M&A) activity: what are they looking for and what are their long-term strategies?
Expert: Keith Hare, Head of Corporate Development, Benchmark Capital. Facilitator: John Chapman, Consultant, Catalyst Partners
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AcquisitionBusiness ModelClient acquisitionFinancial AdvisoryM&AMergerPrivate Equity
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Navigating an interest rate and inflationary environment with economic franchises
Expert: Bertrand Cliquet, Lazard. Facilitator: Don Wild, Wild Ochre Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCIPClientFinancial adviserFinancial AdvisoryIndependent Financial AdviserInflationInvestmentsPortfolios
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Onwards and upwards. Planning for a successful retirement in challenging times
Expert: David Lane, Partner, and Business Development Technical Director, LGT Wealth LLP. Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
CIPClient ExperienceCRPFCAFinancial AdvisoryInvestmentsPensionPension adviceRegulationRegulatorsRetirement
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Talent Contest. How to attract and retain the best candidates in today's competitive recruitment market
Expert: Helena Territt, coach, speaker, leadership development. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
BrandEmploymentExperienceFinancial AdvisoryHybrid WorkingLegal adviceOnboardingRecruitment
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The Long Game. It's not about the result, it's about the process when it comes to ESG
Expert: Jennifer Moynihan, portfolio specialist, NinetyOne. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceDiversificationESGFinancial adviserFinancial AdvisoryInvestmentsPerformanceRegulation
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BOTH FROM A REGULATORY AND COMMERCIAL PERSPECTIVE, WHAT SHOULD A CENTRALISED RETIREMENT PROPOSITION LOOK LIKE?
Expert: David Lane, Partner, and Business Development Technical Director, LGT Vestra LLP. Facilitator: Roderic Rennison, Rennison Consulting Ltd
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
Centralised investment propositionsFinancial AdvisoryYour business
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THE CHANGING LANDSCAPE OF PENSION ADVICE
Expert: Andrew Tully, Technical Director and Paul Speight, Head of Key Account Development, Canada Life. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
AdviceFinancial AdvisoryPensions freedomsYour business
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THE EMERGING MARKETS. RESTARTING THE ENGINE THAT IS TOO BIG TO IGNORE
Expert: Kiran Nandra, Head of Emerging Markets Equities Management, Pictet Asset Management. Facilitator: Brod Whiting, Director, JoyndUp Ltd
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
Emerging MarketsESGFinancial AdvisoryInvestmentsPortfolios
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WHEN ARE ADVISORY FIRMS READY TO SELL? WHAT IS DRIVING THEIR SUCCESSION PLANS AND WHAT KEY FACTORS CAN BREAK THE DEAL, PRE AND POST TRANSACTION?
Expert: David Swanwick and Joe Blackburn of Dimensional Investors. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
CultureFinancial AdvisoryM&AThe FutureYour business