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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Forecasting the future: Just what will your business look like in five years’ time?
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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Forecasting the future: what could your business look like in five years’ time?
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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Forecasting the future: what might your business look like in five years’ time?
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
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Future proofing prices is the new norm
Future proofing prices is the new norm
A Meeting of Minds - Winning Advisers North - 8 October 2020
ClientdistributionFinancial AdvisoryPricingproductivityProfitabilityWinning AdvisersYour business
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GDPR – LET’S DO THE DETAIL (MOM AD)
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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GDPR – let’s do the detail!
Now GDPR is here, it is essential to ensure you fully understand the legal and policy criteria and ensure that your business, IT and marketing processes are fully compliant.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Big DataCorporate GovernanceData ScienceEUFinancial AdvisoryGDPRSecurity
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Getting the very best out of technology in your business
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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GIVE ‘EM ENOUGH RISK… WHILE THE CLASH OFFERED US “GIVE ‘EM ENOUGH ROPE”, THIS SESSION WILL ASK WHETHER WE ARE OFFERING CLIENTS ENOUGH RISK
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryPensionRetirement
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers North - 8 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale! (s)
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers South - 15 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business
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Has COVID-19 made thematic investing essential to investors?
Has COVID-19 made thematic investing essential to investors?
A Meeting of Minds - Advisory Distributors - 26 November 2020
COVIDFinancial AdvisoryGovernmentInvestmentssustainableTechnologyThematic investment
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Health, wealth and happiness – a look at behavioural economics
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory