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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Wealth Transfer. What are the opportunities, and how can you address them?
Facilitator: Ben MacGregor Expert: Gillian Schofield
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Female clientsFinancial AdvisoryInvestmentsPersonal goalsStrategyWealth TransferWealth Transfer Generation GapYour clients
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The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
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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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Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
A Meeting of Minds - Winning Advisers South - 15 October 2020
Cash flowEngagementFinancial AdvisoryPricingPropositionSegementationTechnologyWealth Transfer Generation Gap