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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Productivity Push - How AI can Help Advisers add Value
Expert: Rob Tedder, Account Manager, Conquest Planning Participants: John Lappin, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AICommunicationDevelopmenteducationFinancial Advisoryproductivity
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Results Focused - Strategies for Enhancing Team Performance
Expert: John Batten, Strategic and Technical Sales Manager, Columbia Threadneedle Investments Facilitator: Roderic Rennison, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationFinancial AdvisoryManagementPerformanceTrustVulnerable
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Valuable Oversight - Navigating Short-Term Distractions to uphold Clients' Long-Term Goals
Expert: William Marshall, CIO, Hymans Robertson Investment Services Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationeducationFinancial AdvisoryGoals-based planningTrainingTrust
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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022
Cash flowEngagementFCAFinancial AdvisoryFintechYour clients
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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Financial AdvisoryHybridInterestPensionRetirementTechnology
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Age of AI - The potential for driving business productivity
Expert: Alan Smith, CEO, Capital Asset Management Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceAIFinancial AdvisoryHumanproductivityTraining
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Change Catalyst - Consumer Duty’s challenges and opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
CommunicationConsumer DutyESGFinancial AdvisoryvalueVulnerable client
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Future Stars - Attracting and retaining the advisers of tomorrow
Expert and Facilitator: Emma Napier, Consulting Director, NextWealth
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AttractingFinancial AdvisoryRelationshipsRetentionTalentTraining
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Hard Times - Industrial policy is back, now there is more natural risk
Expert: Joe Little, Chief Global Strategist, HSBC Facilitator: Brod Whiting, Director, JoynedUp Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ChinaFinancial AdvisoryInvestmentsPortfoliosRecessionUS
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Health Check - Annuities are for life, not just for Christmas
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AnnuitiesAssetClientDrawdownFinancial AdvisoryRetirement
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Looking Ahead - The evolution of financial planning – session 1
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceBusiness ModelFinancial AdvisoryIntergenerationalTechnologyTraining
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Looking Ahead - The evolution of financial planning – session 2
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ClientFinancial AdvisoryOrganic GrowthRegulationRetentionTechnology