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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Horizon Scanning. How will digital innovation impact the paraplanner
Expert: Joe Harris, Alpha FMC
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
complianceDigitalFinancial AdvisoryInnovationPrivate Banking
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On Point. What does a good CRP look like?
Expert: Blaise Cardozo, Sionic Facilitator: Caroline Duff, Ammonite
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
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Regime Change. Navigating the era of higher inflation and interest
Expert: Roger Skeldon, TIME Investments Facilitator: Don Wild, Wild Ochre Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement
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Under Pressure. Coping mechanisms for combating stress
Expert: Sanna Jordansson
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
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Alternative Reality - How The Fixed Income Landscape Has Shifted
Expert: Matthew Russell, M&G Investments Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
active managementBondscomplianceFinancial AdvisoryFixed IncomeRegulation
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Competitive Streak - Turning the Consumer Duty Into Opportunities
Expert: Tom Hawkins, Charles Stanley Facilitator: Ben Wright, Change Squared
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsClient ExperienceConsumer DutyFCAFinancial AdvisoryResearch
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Cultural Life - A New Lease of Life...But Only Tuesdays, Wednesdays, and Thursdays
Expert: Helena Territt Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
COVIDCultureEmployeesFinancial AdvisoryFlexibilityremote working
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Innovative Behaviour - How to Ensure Technology Eases Not Increases Your Burdens
Expert: Darren Lowry - Director Sales and Michael Milner - Head of Product Integration, Nucleus Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Back OfficeDigital SolutionsFinancial AdvisoryInnovationIntegrated systemsTechnology
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Less is More: What are the Productivity Must-Haves?
Expert: Ben Wright, Change Squared
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsAIClient ExperienceFinancial Advisoryproductivityremote working
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Permacrisis Point - The Cost of Living is High, But What About The Cost of Uncertainty
Expert: Rob Quartly-Janeiro Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
climate changeFinancial AdvisoryGlobal economyMarket TrendsPortfolios
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Reframe & Reclaim - Winning the ESG Argument
Expert: Richard Butters, Aviva Investors Facilitator: Dan Russell
27 April 2023A Meeting of Minds Winning Advisers North - April 2023