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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ARE YOU BEING SERVED? HOW CAN TECHNOLOGY DELIVER TRUE CLIENT ENGAGEMENT?
22 June 2017A Meeting of Minds Winning Advisers North - April 2017
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WHY A CENTRALISED RETIREMENT PROPOSITION IS A MUST FOR SWITCHED-ON ADVISERS
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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WHEN IT COMES TO CHARGING FOR YOUR SERVICES, ARE YOU COMMUNICATING YOUR TRUE VALUE?
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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USING DRAWDOWN: REACHING THE MOUNTAIN SUMMIT IS OPTIONAL - GETTING SAFELY BACK DOWN IS MANDATORY!
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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HOW DO YOU BUILD A DIFFERENTIATED LIFETIME WEALTH STRATEGY IN TODAY'S MARKETS?
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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A LOOK AT THE STATE OF FINANCIAL WELLNESS IN THE UK AS A WHOLE
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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CHOOSING THE RIGHT BUSINESS PARTNERS TO FLOURISH IN TODAY’S ENVIRONMENT AND FUTURE PROOF YOUR BUSINESS
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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HOW DO YOU IDENTIFY THE WINNING BUILDING BLOCKS? A METHODOLOGY TO ENSURE YOUR CLIENTS’ MONEY IS BEING ALLOCATED WITH GREAT CARE.
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
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P2P, crowdfunding, etc – viable alternatives to bank lending
20 June 2017
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Business success depends as much on employee satisfaction as it does on customer satisfaction
01 June 2017A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
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Building an eco-system to help more people look after their relatives in later life
01 June 2017A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
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The rising spectre of cyber security - do banks hold the solution?
01 June 2017A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017