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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Here we go again! The FCA is consulting on new measures to stop consumers losing on pension income when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
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Here we go again. The FCA is consulting on new measures to stop consumers losing on pension incomes when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
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How and why has cash become an integral part of the holistic financial planning process?
How and why has cash become an integral part of the holistic financial planning process, rather than just being a peripheral concern, and how is the cash world likely to evolve in the future.
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceCash flowClientFinancial AdvisoryInvestmentsRisksavings
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How crucial is it to control all your client’s wealth?
Might it be a better strategy to be your client’s key financial adviser? Increasing the amount of your client’s wealth on which you advise could be seen as an avenue for growth. However the counter argument is that having a smaller share of wealth presents a lower risk to your company and indeed the rest of your clients.
A Meeting of Minds Advisory Distributors - June 2018
ExperienceFinancial AdvisoryJourneyReputationalRisk
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How crucial is to control all your client's wealth?
Might it be a better strategy to be your client's key financial adviser?
DiscretionaryFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity InsuranceWealth
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How did your company fare? Needs must!
How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
A Meeting of Minds - Winning Advisers South - 15 October 2020
COVIDDigitalisationFinancial AdvisoryPersonalisationTechnology
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How do we deal with the rise of populism? Has globalisation had its day?
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursDigitalExperienceFinancial AdvisoryFintechJourney
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HOW DO YOU DECIDE WHICH PLATES TO KEEP ON SPINNING AND WHICH TO DROP?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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How do you set your fee when so much of what you offer your clients is intangible?
As you seek to build a sustainable business for the future, you have to calculate how your advice charges should be structured, justify your fees and ensure the service being charged for is being delivered.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursData ScienceExperienceFinancial AdvisoryRiskSegementation
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How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
A Meeting of Minds - Advisory Distributors - 26 November 2020
CommunicationCOVIDDigitalisationEmployee engagementExperienceFinancial AdvisoryGrowthproductivityTechnology
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HOW TECHNOLOGY IS GIVING ADVISERS TIME, EFFICIENCY AND GROWING REVENUES
A Meeting of Minds Advisory Distributors - 28 November 2019
DigitalFinancial AdvisoryroboTechnology