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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Who's Really Driving, the Adviser or the Platform?
Expert: Andrew Back, Chief Commercial Office, Facilitator: Paul Miles, Silverback Consultancy
A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientFinancial AdvisoryPricingRegulatory Issues
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WHY A CENTRALISED RETIREMENT PROPOSITION IS THE RIGHT BUSINESS MOVE
A Meeting of Minds Advisory Distributors - November 2017
Financial Advisory
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WILL M&A ACTIVITY BE AFFECTED BY THE FCA’S ACTIVITIES?
A Meeting of Minds Advisory Distributors - July 2017
Financial Advisory
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Working with solicitors in 2019 and beyond
Financial adviserFinancial AdvisoryFinancial servicesLaw in financial servicesLegal advice
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Your value proposition, increasing margins and lowering costs
Your value proposition, increasing margins and lowering costs
A Meeting of Minds - Winning Advisers North - 8 October 2020
DiscretionaryFinancial AdvisoryInvestmentsProposition