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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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AdvisorsCommunicationgenerationalInheritanceWealth managementWealth Management and Private Banking
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Attractive Qualities - Considerations for Growth Versus Sale
Expert: Mark Lyons, Investment Director, Puma Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdvisorsClient ExperienceFinancial AdvisoryGrowthMarketingTechnology
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Annuities – no longer quite ‘so last year’
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Ben MacGregor, Director, Client Development, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
AdvisorsAnnuitiesClientInheritanceRetirementretirement income
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High Performance – The key characteristics of the firms that thrive
Expert: Luc Blair Anderson, Regional Director & Vice President, Dimensional Fund Advisors Ltd Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdvisorsFinancial AdvisoryGrowthPerformanceProfitabilityRetention
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World Class - How the Highest Performing CEOs set their Firms up for Success
Expert: Bryce Skaff, Co-Head of the Global Client Group (GCG) & Vice President, Dimensional Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdvisorsFinancial AdvisoryM&AOrganic GrowthPerformancePrivate Market
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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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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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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
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Strategies for Growth - Should I Stay or Should I Grow Now?
Expert: Lucy Grier, Benchmark Capital Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsConsumer DutyFCAFinancial AdvisoryGrowthIndependent Financial Adviser
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The Edge of Chaos - The Competitive Advantage of Achieving Intended Outcomes
Expert: Symon Stickney, Collidr Facilitator: Dan Russell
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsCIPFinancial AdvisoryOutsourcingPlatform providersvalue
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdvisorsClient ExperienceFinancial AdvisoryproductivityRelationshipsTechnology
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Adapting to the changes in later life advice and retirement incomes
Facilitator: Richard Parkin, Founder, Richard Parkin Consulting Experts: Kevan Ramanauckis, Pensions Technical Specialist and Paul Speight, Head of Key Account Development, Canada Life
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientEquity releaseFinancial AdvisoryInflationLater lifeRetirementRetirement Planning