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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Crafting a more strategic path for Paraplanners to survive
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationManagementParaplanningParaplanning CommunityTechnology
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIClient ExperienceCommunicationConsumer DutyParaplanningParaplanning Community
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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersClient ExperienceCommunicationParaplanningParaplanning CommunityTechnology
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The career progression to meet your potential
Expert: Eric Sharrad, Senior Recruitment Consultant, Financial Services & Regulated Wealth Management, Pavilion Recruitment Solutions Facilitator: Adam Flowers, Senior Consultant - Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationFinancial adviserManagementParaplanningParaplanning Community
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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
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Financial AdvisoryFinancial servicesParaplanningRumuneration