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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Adviser best practice - Global Trends in adviser business to allow you to learn, adapt, develop and thrive?
21 April 2016
Financial Advisory
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The Empty Chair – making sure your customer is at the forefront of your business strategy
The Findings Tuesday 13 October 2015, Tylney Hall, Hampshire
20 April 2016
Financial Advisory
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“Daily Mail proofing” your tax efficient investment strategy
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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3D – DISRUPTING DISTRIBUTION WITH DATA
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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A look at the state of the financial wellness of the UK as a whole
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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A MASTERCLASS IN UNDERSTANDING THE DIFFERENT POTENTIAL OFFERED BY AI, RPA, BIG DATA, MACHINE LEARNING, THE CLOUD & VOICE
A Meeting of Minds Advisory Distributors - 28 November 2019
AIDataFinancial AdvisoryTechnology
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A Meeting of Minds: The Leadership Survey Findings - June 2016
A Meeting of Minds Wealth Management & Private Banking - June 2016
Financial AdvisoryWealth Management and Private Banking
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Achieving your expected growth rate. Identifying the business activities which yield results
Leveraging data from two major studies commissioned by Dimensional in 2017, participants will take part in focused discussions covering the actions that global advisory firms are taking to achieve their expected revenue growth now and in the future. Drawing on the study results of 1,300 global advisory firms, and 19,000 advisory firm clients, the discussion will cover business development and the marketing practices that firms report they undertake, and which of these activities yields results.
A Meeting of Minds Advisory Distributors - June 2018
Data ScienceDigitalEngagementFinancial AdvisoryJourneyManagement InformationRecruitmentRetentionTraining
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AI - is it you or the algorithm?
Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursBrandDigitalEngagementExperienceFinancial AdvisoryOutsourcingSegementationTrainingTrends
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An overview into the Financial Advisory marketplace combined with some war stories around getting deals done and lessons learned!
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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An overview into the Financial Advisory marketplace combined with some war stories around getting deals done.
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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ARE WE IN A BUBBLE? IS NOW THE TIME TO GET REAL?
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory