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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Hiring and Keeping the Best - Strategies for talent retention and acquisition
Expert: Mariann Meszaros and Renata Stein - Dorsum Facilitator: Mark Somers
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
COVIDDevelopmentEmploymentRetentionTalentWealth Management and Private Banking
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Talent Contest. How to attract and retain the best candidates in today's competitive recruitment market
Expert: Helena Territt, coach, speaker, leadership development. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
BrandEmploymentExperienceFinancial AdvisoryHybrid WorkingLegal adviceOnboardingRecruitment
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Scenarios for the world economy and markets in 2022 and beyond
Expert: Ian Cunningham, Ninety One. Facilitator: Andrew Mills
17 March 2022A Meeting of Minds Gatekeepers - March 2022
AsiaAssetBankConsumerEmploymentGeopoliticsInflationMonetary policyUK economyWealth Management and Private Banking
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Growth, people and the future firm. A study of advisory firm insights, based on 2021 research.
Expert: David Jones, Head of UK & Ireland Advisor Group and Vice President and Steven Greenfield, Regional Director & Vice President. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentBusiness ModelCommunicationCultureEmployeeEmployee engagementEmploymentFinancial AdvisoryGrowthHybridHybrid WorkingleadershipManagementMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingResearchTalentTeamThe FutureTrustValuesYour business
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Scenarios for the world economy and markets in 2022
Expert: Shamik Dhar, Chief Economist, BNY Mellon Investment Management Facilitator: Henry Cobbe, Elston Consulting
12 October 2021A Meeting of Minds Gatekeepers - October 2021
EconomicEmploymentFinancial AdvisoryGeopoliticsGrowthInflationInterestInvestmentsWealth Management and Private Banking
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
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HIRE, TRAIN AND KEEP THE RIGHT PEOPLE
Hire, train and keep the right people
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Back OfficeEmployee engagementEmployees (type of)EmploymentFinancial AdvisoryFlexibilityFront OfficegenderMeeting of MindsParaplanningproductivityTechnology
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Attracting and retaining talent to meet your goals: structuring your approach for growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
CultureEmployeeEmployee engagementEmployees (type of)EmploymentRecruitmentRetentionWealth Management and Private Banking
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Companies with a highly engaged workforce are more profitable
What sort of people are you looking to hire and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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Companies with a highly engaged workforce are more profitable...
... so what sort of people are you looking to hire these days and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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There are big societal issues to be solved – not least looming retirement poverty
There are big societal issues to be solved, particularly looming retirement poverty and there is a lack of solutions and planning. Sadly, people are living longer but iller lives rather than longer healthy lives meaning that more people need longer later life care and there is pressure nationally. As professionals in the FS industry, our collective role is to try to tackle these problems.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
diversityEmploymentEnvironmentalethnicitygender