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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Robo-advice could undoubtedly revolutionise the advice market but it is not the only digital innovation on the scene
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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SCENE SETTER QUESTIONAIRE FINDINGS - ADVISORY DISTRIBUTORS NOVEMBER 2016
In the run up to A Meeting of Minds Advisory Distributors, we asked you to answer some questions – our goal being to capture your thinking at a moment in time. The following are your aggregated responses. We hope you find this snapshot interesting as well as reassuring – in other words your peers are experiencing the same challenges and excitements as you are!
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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Senior Managers Regime – doing the right thing and maybe being seen doing the right thing?
With the FCA ‘Senior Managers Regime’ imminent, it business critical that Advisers fully understand the implications on governance and responsibility and are actively reviewing business processes, structures and accountability.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceCultureFinancial AdvisoryManagement InformationSecuritySMCRUK
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Seven years’ feasting; where will the returns come from now?
A Meeting of Minds Advisory Distributors - November 2016
Financial Advisory
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Six Pillars: essential building blocks of successful dfm selection
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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So you want to go digital?
CRMDigitalDigital platformDigitalisationEngagementFinancial adviserFinancial AdvisoryFinancial servicesStrategyTechnology
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Talent of the future: from adviser to technical analyst and everything in between
While the advantages of training advisers and TAs from scratch are obvious – particularly when it comes to integrating them into the company culture and moulding their skills, do firms have the time and resources to do so? Or should we just focus on recruitment and head-hunting? With a wave of applications from strong candidates pouring into all types of job openings across various industries, the recruitment criteria and process has inevitably had to change. Increasingly, it is becoming apparent that although skills are absolutely essential to progress, what differentiates the successful from the non-successful candidates is their alignment to the company’s values. To succeed, employees need to translate their skills into motivation driven by purpose and vision. Once firms do hire the right talent, appropriate remuneration and reward policies are in place, the attraction, development and retention of key talent requires on-going focus on the human dynamics.
A Meeting of Minds Winning Advisers - October 2018
AdviceBack OfficeCultureDigitalFinancial AdvisoryRecruitmentRetentionSocial MediaTraining
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Talent, cost, patience – the key factors impacting the success of your investment proposition.
A Meeting of Minds Winning Advisers October 2016
Financial Advisory
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The best of both worlds: how real life marketing can take your business forward
B2BB2CContentDigital mediaFinancial adviserFinancial AdvisoryFinancial servicesMarketingSocial Media
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The Clock is ticking...
Are you ready for the Senior Managers Regime?
Financial adviserFinancial AdvisoryFinancial servicesSenior managers regime
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The clock is ticking...Are you ready for the senior managers regime?
Financial adviserFinancial AdvisoryFinancial servicesSenior managers regime
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THE DANGERS OF CYBER-CRIME ARE BECOMING EVER MORE REAL. ARE YOU TAKING THE THREAT SERIOUSLY ENOUGH?
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory