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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Evidence Trail - Navigating pricing and the future value chain
Expert: Mark Hopcroft, Head of Strategic Partners, Timeline Facilitator: Rod Bryson, Tata Consultancy Services
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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The Future of Advice
The Future of Advice
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
AdvicefeesFinancial adviserFinancial servicesHumanRetirement PlanningvalueWealth Management and Private Banking
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Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers North - 8 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale! (s)
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers South - 15 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business