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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How can Millennials money habits shake up to Financial Services sector?
A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
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How crucial is it to control all your client’s wealth?
Might it be a better strategy to be your client’s key financial adviser? Increasing the amount of your client’s wealth on which you advise could be seen as an avenue for growth. However the counter argument is that having a smaller share of wealth presents a lower risk to your company and indeed the rest of your clients.
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How crucial is to control all your client's wealth?
Might it be a better strategy to be your client's key financial adviser?
DiscretionaryFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity InsuranceWealth
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How did your company fare? Needs must!
How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game
A Meeting of Minds - Winning Advisers South - 15 October 2020
COVIDDigitalisationFinancial AdvisoryPersonalisationTechnology
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How do we deal with the rise of populism? Has globalisation had its day?
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How do we improve the nation's money habits across all customer segments?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2017
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How do you acquire new clients? Give them free tickets to the cinema or farm their data?
Really understand what your customers want and segment them to be more personalised
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2018
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How do you consume your data? Do you devote enough time to reviewing your MI reports and, more importantly, do you act upon them?
Data needs to be presented and used in a way that clearly benefits on the retention and gaining of new clients.
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How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursDigitalExperienceFinancial AdvisoryFintechJourney
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How do you create a sense of loyalty? Cash incentive? How about excellent customer service?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
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HOW DO YOU DECIDE WHICH PLATES TO KEEP ON SPINNING AND WHICH TO DROP?
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How do you judge just how successful your customer engagement strategy is proving?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017