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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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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Future Talent - Attracting and retaining the advisers of tomorrow
Expert: Paul Miles, Founder, Silverback Consultancy Facilitator: Paul Miles
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AttractingFinancial AdvisoryHybridRecruitmentRetainingTalent
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High Performance – The key characteristics of the firms that thrive
Expert: Luc Blair Anderson, Regional Director & Vice President, Dimensional Fund Advisors Ltd Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdvisorsFinancial AdvisoryGrowthPerformanceProfitabilityRetention
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In Full View - How to improve the client experience for competitive advantage
Expert: Rowan Jackson, Promising Outcomes Facilitator: Gilly Green, FoxRed Insight
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClient ExperienceCompetitionDataFinancial AdvisoryTrust
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Regulate and Reform – Managing the new risks, rules, and requirements
Expert: Sandy McGregor, Head of Policy, SimplyBiz Facilitator: Rupert Neville, Senior Change Management Consultant
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFCAFinancial AdvisoryRegulationsustainable
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Bold Step - Implications for Investors of the UK's Approach to Sustainable Investing
Expert: Jess Foulds, ESG Strategy Director, Aviva Investors Facilitator: Brod Whiting, Director JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
climate changeESGFCAFinancial AdvisoryGreenwashingsustainable
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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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Competitive Streak - Turning Consumer Duty into Opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceCommunicationConsumer DutyDataFinancial Advisoryvalue
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Doing Your Duty - Are Advisers now at Risk of an Identity Crisis?
Expert: William Marshall, Hymans Robertson Investment Services Facilitator: Paul Miles, Silverback Consultancy
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutydistributionFCAFinancial AdvisoryRegulationStructure
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Future Fit - the Trends in Product Innovation
Expert: Chris Skinner Facilitator: Ben MacGregor
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
DevelopmentFinancial AdvisoryInnovationInvestmentsLegacy Products
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Future of Work - The Organisational Changes Shaping Modern Workplaces
Expert: Vincent Tiseo, Global Head of Business Strategy, Strategic Advisory Solutions, Goldman Sachs Asset Management Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
COVIDCultureFinancial AdvisoryHybrid WorkingOrganisationThe Future
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation