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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Precision point - Mastering pricing strategies to maximise client value
Expert: Dave Mason, CEO, Solve Facilitator: Mark Elliott
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ClientPerformancePricingProfitabilityStrategyWealth Management and Private Banking
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIGrowthStrategyTechnologyWealth managementWealth Management and Private Banking
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Growing Pains - Strategies for growing rather than selling
Expert: Niall Buggy Facilitator: James Howick
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AssetClient ExperienceGrowthInvestmentsStrategyWealth Management and Private Banking
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Forging Ahead. Finding a clear path with the help of a mentor
Expert: Victoria Humphries Facilitator: Don Wild, Wild Ochre Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
DevelopmentFinancial AdvisoryStrategy
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Being Careful - Opportunistic and selective is now the order of the day
Facilitator: Blaise Cardozo. Expert: Pierre Debru
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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Cutting Loose. How to free yourself from legacy technology and escape the cycle of tech debt
Expert: Agustin Collazo Facilitator: Stephen Wall
10 November 2022WealthTech Matters The Business - November 2022
Legacy SystemsproductivityProfitabilityStrategyTechnologyWealthTech Matters
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Economic franchises in a time of inflation
Expert: Bertrand Cliquet, Lazard Asset Management Facilitator: Paul Kearney
20 October 2022A Meeting of Minds Gatekeepers - October 2022
GatekeepersGeopoliticsInflationInterestPrivate EquityStrategy
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The war on talent. Recruitment is hard so retaining talent is crucial
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CompetitionCustomerFinancial AdvisoryRecruitmentStrategyTalent
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Wealth Transfer. What are the opportunities, and how can you address them?
Facilitator: Ben MacGregor Expert: Gillian Schofield
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Female clientsFinancial AdvisoryInvestmentsPersonal goalsStrategyWealth TransferWealth Transfer Generation GapYour clients
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OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS.
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
BrandBusiness ModelClientCommercialcostCOVIDExperienceFCAFinancial adviserFinancial servicesleadershipRegulationremote workingresilienceStrategyWealth Management and Private BankingYour business
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Business Purpose / Brand Authenticity - How to embed it into the business
Business Purpose / Brand Authenticity - How to embed it into the business. Strategy must come from purpose, there is no single approach but whatever it is, it must be real and go beyond the about us.
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020