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.
-
Centralised investment propositions – the growing need for a tailored strategy
Centralised investment propositions – the growing need for a tailored strategy
A Meeting of Minds - Advisory Distributors - 26 November 2020
Centralised investment propositionsDiscretionaryFinancial AdvisoryFlexibilityInvestmentsPropositionRetirement
-
How crucial is to control all your client's wealth?
Might it be a better strategy to be your client's key financial adviser?
DiscretionaryFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity InsuranceWealth
-
Your value proposition, increasing margins and lowering costs
Your value proposition, increasing margins and lowering costs
A Meeting of Minds - Winning Advisers North - 8 October 2020
DiscretionaryFinancial AdvisoryInvestmentsProposition