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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Growing pains. Barriers to scaling an IFA practice
Expert: John Chapman Facilitator: Duncan McKillop, Fidelius
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Cash flowcomplianceFinancial AdvisoryGrowthIndependent Financial AdviserRecruitment
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New word disorder. How to negotiate this period of historically significant geopolitical uncertainty
Expert: Richard Clarke Facilitator: Jasmine Yeo, Ruffer
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
EconomicFinancial AdvisoryGeopoliticsInflationInvestmentsMarket Trends
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On thin ice. How to slide from greenwashing to green lighting
Expert: Phoebe Stone, Head of Sustainable Investing, LGT Facilitator: Roderic Rennison: Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceFinancial AdvisoryGreenwashingInvestmentsNet ZeroResearch
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Pace maker. Setting a safe level of spending in retirement that clients will stick to
Expert: Richard Parkin, Founder, Richard Parkin Consulting
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
DrawdownFinancial AdvisoryInterestMarket TrendsRetirementRetirement Planning
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Succession planning. How to build value in your business
Expert: John Chapman Facilitator: Lucy Grier, Benchmark Capital
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceCultureFinancial AdvisoryGoals-based planningIndependent Financial Adviser
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The future of work and culture. Building collaborative relationships in a hybrid landscape
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CultureFinancial AdvisoryHybridRelationshipsTechnologyTraining
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The war on talent. Recruitment is hard so retaining talent is crucial
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CompetitionCustomerFinancial AdvisoryRecruitmentStrategyTalent
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People pleasing: Attracting and retaining talent in an employees' market
Expert: Sanna Jordansson Facilitator: Lucian Camp
07 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AttractingDevelopmentRecruitmentRetail Financial ServicesRetainingTalent
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Access all areas: Examining open banking and third-party relationships
Expert: Vaughan Jenkins, Moneyhub Facilitator: Robert Harradine (Ammonite)
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
CompetitionConsumer DutyCustomerOpen BankingRetail Financial ServicesThird-party
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Crisis Management: Facing up the increase in living costs and the financially vulnerable
Expert: Junaid Mujaver Facilitator: Kathy Ellison
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerFinancially vulnerableLiving costsRegulationRetail Financial Services
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Culture shock: Driving brand loyalty with value-led leadership
Expert: Sanna Jordansson Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AuthenticityCulture shockCustomerleadershipRetail Financial ServicesValues
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First class. Using embedded finance to ensure better customer journeys
Expert: Sebastian Schusman Facilitator: Ben MacGregor
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerEmbedded financeFCAPartnershipRetail Financial Services