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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CLIENT EXPERIENCE VS COST REDUCTION VS REVENUE GROWTH: A BATTLE FOR BUDGET
Client experience Vs cost reduction Vs revenue growth - A battle for budget
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
AdviceClientContentcostDigitalDigital platformFinancial AdvisoryTechnology
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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