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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ARE YOU PAYING YOUR FUND MANAGERS TOO MUCH FOR ACTIVE MANAGEMENT?
A Meeting of Minds Advisory Distributors - 28 November 2019
active managementFinancial Advisoryfund
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ARE YOU PROVIDING YOUR INVESTORS WITH VALUE FOR MONEY? (MOM AD)
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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ARE YOUR CLIENTS EXPECTING YOU TO ENSURE THEIR PORTFOLIOS ARE ESG? OR DO THEY STILL JUDGE SUCCESS UPON THE BASIS OF PERFORMANCE? AND IF THEY DO ASK FO
A Meeting of Minds Advisory Distributors - 28 November 2019
EnvironmentalESGFinancial AdvisorygovernanceSocial
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ARE YOUR CLIENTS GETTING VALUE FOR MONEY?
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Big Data – Do you have the right data Strategy and Governance?
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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BREAKING THROUGH THE COMPETITION IN FINANCIAL ADVICE
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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Building a multi-generational client base by combining nobility of spirit with a canny commercial hat
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
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Business leaders forum- what does today’s uncertain economic landscape mean for business strategy?
Business leaders forum- what does today’s uncertain economic landscape mean for business strategy?
A Meeting of Minds - Advisory Distributors - 26 November 2020
BrexitCOVIDFinancial AdvisoryInvestmentsMacro TrendsMarket TrendsYour business
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BUSINESS PLANNING: TO BUILD, TO BUY, TO SELL – WHAT IS THE BEST APPROACH?
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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Buying, selling, building or retiring – you need a plan!
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBack OfficeBehavioursCultureFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTraining