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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Where next for retirement planning? (Sessions 2 and 3)
The two meetings addressed Thucydides’ question “The secret to happiness is freedom, isn’t it”
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserRetirementRetirement Planning
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Attracting and retaining talent to meet your goals: Structuring your approach for growth
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Financial AdvisoryFinancial servicesParaplanningRumuneration
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Capturing your customer’s attention – it is after all a finite resource
As everyone wanders around staring at their phones … flicking between Instagram, Facebook, LinkedIn et al, how on earth do you capture their attention? And even if you do – how long can you hold on to it for?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AuthenticityCustomerDataDigitalFinancial AdvisoryFintechPersonalisation
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Delivering a seamless investment journey
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
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How sticky are your clients? Cementing client loyalty as well as income.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
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Investment Products of the Future - What can be expected?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceBusiness developmentclimate changeFinancial AdvisoryFinancial servicesRegulation
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Modern philanthropy made simple - A look at impact investing
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceClientCorporate GovernanceEnvironmentalFinancial AdvisoryPhilanthropySocial
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The Evolution of Multi-Asset
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Decumulation marketFinancial AdvisoryFinancial servicesRegulation
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The Future of Advice: How Automation is changing what we do
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Advisory investment servicesClientDigital platformDigitalisationFinancial AdvisoryFinancial services
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Trust and reputation. Hard won easily lost.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCommunicationExperienceFinancial AdvisoryFinancial servicesInterest
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Working with Solicitors in 2019
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Due DiligenceFinancial AdvisoryFinancial servicesLaw in financial servicesLegal advice
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According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking