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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Future Proofing Your Business - Growing Your Book Up The Wealth Curve
Expert: Heather Christie, Head of the UK Adviser and Platform Sales Team, Blackrock Investments and Ben Roberts, MPS Manager, Transact Adviser Facilitator: Paul Miles, Founder, Silverback Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital mediaFinancial AdvisoryGoals-based planningMarket TrendsTechnology
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Worried that implementing another siloed IT system won't meet your company goals to reduce OPEX, increase profit or improve CX?
Expert: Nigel Armstrong, Head of Wealth & Asset Management Solutions UK&I, BluePrism Facilitator: Giles Patterson, Aon Client Insight
17 June 2021WealthTech Matters The Adviser 17 June 2021
AutomationBack OfficeBusiness ModelCyberDigital mediaDigital platformDigitalisationFront OfficeMindful ofOnboardingroboTechTechnology
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So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
So how do you do it all without a need for a huge investment and substantial business disruption? We believe we know how. Meet your digital workers!
11 March 2021WealthTech Matters - The Client - 11 March 2021
AutomationClient ExperienceDigitalDigital mediaDigital platformDigitalisationMindful ofroboTechnology
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The best of both worlds: how real life marketing can take your business forward
B2BB2CContentDigital mediaFinancial adviserFinancial AdvisoryFinancial servicesMarketingSocial Media