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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Talking about the next generation - designing solutions for evolving decumulation needs
Experts: George Pullar, LV= and Heather Christie, BlackRock Facilitator: Kathy Ellison, Independent Consultant
25 September 2024Retirement Matters - September 2024
Business ModelgenerationalGoals-based planningMarketingRetirementStrategy
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Artificial Promise - The potential for growing your business intelligently Advisory Distributors June 2024
Expert: Phil Calvert, Melo Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Advisory investment servicesAIClient ExperienceDataFinancial AdvisoryMarketing
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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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Decarbonisation - A structural growth opportunity of a lifetime
Expert: Graeme Baker, Portfolio Manager, Ninety One Facilitator: Darshita Gillies, CEO & Founder, Maanch
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
financeGrowthMarketingResearchTechnologyWealth Management and Private Banking
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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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Strong Message. Why communication is the biggest strength when it comes to growth
Facilitator: Don Wild, Wild Ochre Consulting Expert: Vincent Tiseo - Global Head, Business Strategy, Goldman Sachs
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
CommunicationDigitalFinancial AdvisoryGrowthMarketingSocial MediaYour clients
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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
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STEWARDSHIP – THE SAFE INVESTMENT OF CAPITAL TO CREATE SUSTAINABLE VALUE.
Rising economic inequality has caused public trust to decline and that, combined with the huge amount of company data in the public domain, has left companies vulnerable to reputation issues.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEnvironmentalESGGreenwashinginstitutionalInvestmentsMarketingRegulation
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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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The best of both worlds: how real life marketing can take your business forward
B2BB2CContentDigital mediaFinancial adviserFinancial AdvisoryFinancial servicesMarketingSocial Media