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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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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Talking about the next generation - designing solutions for evolving decumulation needs
Experts: George Pullar, LV= and Heather Christie, BlackRock Facilitator: Kathy Ellison, Independent Consultant
25 September 2024Retirement Matters - September 2024
Business ModelgenerationalGoals-based planningMarketingRetirementStrategy
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Known Unknowns – Building future competitive advantage in a changing world
Expert: Robert Crossley, Franklin Templeton Investments Facilitator: Martyn Laverick, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Business ModeleducationFinancial AdvisoryInvestmentsPrivate BankingSocial Media
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Feeling the margin squeeze - how to thrive in a cost-cutting environment
Expert: Milan Patel, Global Head of Sales Engineering at FA Solutions Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024WealthTech Matters The Client - March 2024
AIBusiness ModelClientcostTechnologyWealthTech Matters
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Looking Ahead - The evolution of financial planning – session 1
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceBusiness ModelFinancial AdvisoryIntergenerationalTechnologyTraining
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Price is what you pay, value is what you get. Can the consumer duty help?
Expert: Blair Anderson, Dimensional Fund Advisors Facilitator: Martyn Laverick
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceBusiness ModelConsumer DutyDataFinancial AdvisoryHybrid
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Clean Slate. How to move forward with tech adoption by looking more laterally
Expert: Andrew Back Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Business ModelConsumer DutyFinancial AdvisoryInvestment PlatformProfitabilityTechnology
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Merger and acquisition (M&A) activity: what are they looking for and what are their long-term strategies?
Expert: Keith Hare, Head of Corporate Development, Benchmark Capital. Facilitator: John Chapman, Consultant, Catalyst Partners
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AcquisitionBusiness ModelClient acquisitionFinancial AdvisoryM&AMergerPrivate Equity
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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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Having confidence in achieving your goals and best practice running a centralised investment proposition
Expert: William Marshall: Partner and Head of Wealth Investment and Jon Roberts, Head of Compliance Delivery, threesixty services, Facilitator: John Chapman, Orion Consultancy
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdviceAdvisory investment servicesBusiness developmentBusiness ModelCentralised investment propositionsClientcostFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserOnboardingRegulatorsWinning AdvisersYour business
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So How Have Your Customers Changed In The Past Year Or So?
Expert: Bruce Keith, Bridgeweave, Facilitator: Phil Alcock, Raisin UK
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
BankBehaviourBranchBrandBusiness developmentBusiness ModelClientCustomerDigital SolutionsPrivate BankingRetail Financial ServicesSustainable SolutionsTechnology
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Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business