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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Is vertical integration the future for advisory firms?
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
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It’s a family affair – building multigenerational client base – combining nobility of spirit whilst wearing a canny commercial hat
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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Let's join the 10 year challenge and look at our business models
Financial adviserFinancial AdvisoryFinancial servicesPlatform providers
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Let’s talk the customer experience (CX) – do you ask them what they think? Do you actually do anything about the feedback?
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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MAKING YOUR BUSINESS RELEVANT AND VALUABLE FOR THE NEXT 10 YEARS – FOR YOURSELF OR FOR A SALE! LEARNINGS FROM THE US FINANCIAL ADVICE INDUSTRY
A Meeting of Minds Advisory Distributors - 28 November 2019
Decumulation marketFinancial AdvisoryMIFIDIITechnology
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Managing risk in a very challenging economic environment
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers North - 8 October 2020
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Managing risk in a very challenging economic environment (s)
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers South - 15 October 2020
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Maximising productivity; who said you couldn’t get blood out of a stone?
A Meeting of Minds Advisory Distributors - June 2016
Financial Advisory
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MIFID II – WHERE HAVE WE GOT TO?
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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Open Banking – the opportunity for advice firms
With the arrival of Open Banking, It is essential that Advisers understand the benefits and can overcome client concerns on data security to capitalise on this opportunity.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceData ScienceExperienceFinancial AdvisoryReputationalRiskSecurityTraining
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PEER TO PEER – IT IS REALLY TOO HOT TO HANDLE?
A Meeting of Minds Winning Advisers South - October 2017
Financial Advisory
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media