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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Growth, people and the future firm. A study of advisory firm insights, based on 2021 research.
Expert: David Jones, Head of UK & Ireland Advisor Group and Vice President and Steven Greenfield, Regional Director & Vice President. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentBusiness ModelCommunicationCultureEmployeeEmployee engagementEmploymentFinancial AdvisoryGrowthHybridHybrid WorkingleadershipManagementMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingResearchTalentTeamThe FutureTrustValuesYour business
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Regulation, regulations and more regulations
Expert: Henry Cobbe, Elston Consulting, Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentCentralised investment propositionsFinancial AdvisoryRegulationWinning AdvisersYour business
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The Great Balancing act, building investment strategies for decumulation
Expert: Richard Parkin, Managing Director, Richard Parkin Consulting, Facilitator: Paul Miles, Silverback Consultancy
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentDecumulation marketFinancial Advisory
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SUITABILITY, SUSTAINABILITY AND RISK: CAN YOU DO IT ALL?
Suitability, sustainability and risk - can you do it all?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
A Meeting of Minds Winning AdvisersAdviceESGFinancial AdvisorysustainableVulnerable
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A look at impact investing. Modern philanthropy made simple.
2 in 3 people agree that they have a responsibility to make the world better, want their investments to make a difference, and think financial institutions should avoid investing in companies that harm people or the planet.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserPhilanthropySocial Impact InvestingWinning Advisers
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Building business models that will thrive in a post-MiFID II world. (All 3 sessions)
We all know the need for advice is growing but advisers are struggling to deal with the volume
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserMIFIDII
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Changing market trends and how this impacts advice.
With falling numbers of investment advisers and the average age of those who are active, what does the future hold for the advice landscape?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAdviceFinancial adviserFinancial AdvisoryIndependent Financial AdviserMarket Trends
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How becoming a digital advisory business can enhance your client experience and deepen your relationship with them as well as support productivity
Robo and Digital are very different things.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersClient ExperienceDigitalFinancial AdvisoryMeeting of MindsWinning Advisers
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Insights from the clients of advisory firms: what do they value, and how can referrals be better utilised to attract more of them?
There is now a considerable difference between a professional services relationship which a lot of firms offer compared to the traditional financial services business
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersClientFinancial AdvisoryFinancial servicesIndependent Financial AdviserWinning Advisers
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It’s a family affair – how can advisers close the wealth transfer generation gap?
Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserWealth TransferWealth Transfer Generation GapWinning Advisers
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It’s all about growth (Session 2)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAcquisitionFinancial adviserFinancial AdvisoryFinancial servicesGrowthIndependent Financial AdviserOrganic GrowthYour clients