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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Building A Winning Culture With Strategies For Enhancing Team Performance
Expert: John Batten, Strategic and Technical Sales Manager, Columbia Threadneedle Investments Facilitator: Paul Miles, Founder, Silverback Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CultureFinancial AdvisoryleadershipmeetingsPerformanceTrust
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Empowering Advisers With AI For Efficiency, Speed, And Effectiveness
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
advisersAIeducationenvironmentFinancial AdvisoryTechnology
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Ensuring Compliance With The FCA's Sustainability Disclosure And Labelling Regime
Expert: Neil Hill, Partner - Head of Adviser Team, Tribe Impact Capital Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
FCAFinancial AdvisoryInvestmentsPerformanceRegulationsustainable
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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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Help Your Clients Retire With Confidence By Powering Up Your CRP
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
advisersDecumulation marketFinancial AdvisoryRetirementRisktax
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How Do We Get The Pension Portfolio Mix Right For Clients?
Expert: Gemma Mitchell, Business Development Manager – Retail Intermediary Distribution, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AIFinancial Advisoryretirement incomeRetirement PlanningTechnologyVulnerable
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Making The Right Decision When It Comes To Buying Or Selling A Business
Expert: Alex Canham, Partner, Corporate, Herrington Carmichael Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
advisersCultureFinancial AdvisoryliabilitiesM&ARisk
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Mindful Markets - Have Better Conversations with Anxious Clients
Expert: Nathan McKerlie, Strategic Partnership Manager, Albemarle Street Partners Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Business ModelEmerging MarketsFinancial AdvisoryfundTechnologyYour clients
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Navigating Geopolitical Volatility Amidst Us Election Uncertainty
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
educationElectionsFinancial AdvisoryGeopoliticsInvestment Platformsustainable
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The "Two Stage" Intergenerational Wealth Transfer, Why It Matters And What You Can Do About It
Expert: Ross Easton, Head of Intermediary Platform Propositions, Scottish Widows Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital platformFinancial AdvisoryIntergenerationalRelationshipsWealth Transfer
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The Green Agenda - Is It A Broken Promise?
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
energyFinancial AdvisoryGovernmentgreen agendapolicysustainable
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The Increasing Regulatory Demands And The Impact Of The Consumer Duty
Experts: Nick Hulme, Michael Lawrence, and Keith Richards Facilitator: Michael Lawrence
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AdviceClientConsumer DutyFinancial AdvisorygenerationalRegulation