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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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 1)
Experts: Ali Crossley, Managing Director, Distribution - L&G Retail; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024Retirement Matters - September 2024
Cash flowFCARegulationRetirementRetirement PlanningSegmentation
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CATEGORISING YOUR CLIENTS: RETAIL, WHOLESALE, INSTITUTIONAL – AREN’T THEY JUST CLIENTS?
Across the board, asset managers are seeing changes in how they think about their clients, and this has huge implications for the organisational structure of their sales and distribution teams
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementdistributioninstitutionalSegmentation
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If content is king, what is the future of content marketing and client segmentation?
Simply producing a lot of marketing content and distributing it to all your clients/prospects will no longer work
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
ContentCustomerMarketingRetail Financial ServicesSegmentation
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WALKING THE TIGHTROPE OF INCREASING ADVISER PRODUCTIVITY AND REVENUES WHILST FUTURE PROOFING YOUR BUSINESS
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryproductivityRetirementSegmentation