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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Measuring Impact - How to evidence your value to your client
Expert: Ruta Pereira, KPMG Facilitator: Chris Shaw, Dundas Consulting
21 March 2023WealthTech Matters The Client - March 2023
Client ExperienceDataDemonstrating ValueInvestmentsTechnologyWealthTech Matters
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Are you providing “Value For Money” (VFM)?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Demonstrating ValueFCAvalueWealth Management and Private Banking
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Walking the tightrope of demonstrating value while maximising profitability – session 1
ADVISER FIRM REVENUES ARE GROWING - IS THERE A THREAT TO THIS?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersDemonstrating ValueFinancial AdvisoryIndependent Financial AdviserProfitability
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Walking the tightrope of demonstrating value while maximizing profits – Session 2
Never been a better time to be an advisory firm
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersDemonstrating ValueFinancial AdvisoryIndependent Financial AdviserProfitabilityWinning Advisers
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Walking the tightrope of demonstrating value while maximizing profits – Session 3
For the last 10 years, adviser fees have gone up across the board
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersDemonstrating ValueFinancial AdvisoryIndependent Financial AdviserProfitabilityWinning Advisers