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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HOW TO BE A DIGITAL WINNER
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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HOW TO BUILD A DIFFERENTIATED LIFETIME WEALTH STRATEGY FOR TODAY’S MARKETS?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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How to exit your company and be happy with the outcome.
AcquisitionFinancial adviserFinancial AdvisoryFinancial servicesM&AMergerPrivate Equity
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How to exit your company on top and be happy with the outcome
AcquisitionFinancial AdvisoryM&AMergerPrivate Equity
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HOW TO TURN THE REGULATORY DEMANDS MADE BY MIFID II INTO A POSITIVE OPPORTUNITY TO REVIEW YOUR BUSINESS PRACTICES?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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In a world of vertical integration, where does value sit in the value chain and how will this change?
A look at the different parts of the value chain to understand: Who will be the winners and losers? What are the evolving risk and pricing models? What will the impact of sub-advisory, commoditisation and competition be? How you demonstrate value? Where are the gaps and what needs are not currently being met?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBack OfficeExperienceFinancial AdvisoryFintechManagement InformationSecurityTrends
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Increasing profitability through innovative model portfolio services – the costs and benefits of outsourcing
Winning Advisers, Tilney Hall, 13 October 2015
Financial Advisory
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Innovation in client services – what advisers can learn from other industries
The Findings - Winning Advisers, 13 October 2015 - Tylney Hall, Hook, Hampshire
Financial Advisory
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Intergenerational Wealth Planning
Many reasons such as DB transfers, property and longer life expectancy, mean that £5.5 trillion* will move hands in the UK between now and 2055. Savvy advisers need to start thinking today about how this shift in assets will affect their clients and their bottom line.
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBehavioursEngagementEquitiesExperienceFinancial AdvisoryReputationalTrends
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Is good advice compliant advice? Proof of suitability is now obligatory – so how do you ensure that you have the evidence?
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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IS IT TIME TO TURN YOUR UNSERVED CLIENTS INTO A PROFIT CENTRE?
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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IS THERE SUCH A THING AS A "GOOD" DIGITAL EXPERIENCE FOR A CUSTOMER?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory