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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Artificial Promise - The potential for growing your business intelligently Advisory Distributors June 2024
Expert: Phil Calvert, Melo Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Advisory investment servicesAIClient ExperienceDataFinancial AdvisoryMarketing
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Evolving Opportunities - Addressing the challenges in the financial advice profession
Expert: Éva Adravetz-Kadocsa, International Sales Director, Dorsum Facilitator: Ben Wright, Melo
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceClient ExperienceDigital platformeducationFinancial AdvisoryTechnology
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIClient ExperienceCommunicationConsumer DutyParaplanningParaplanning Community
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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersClient ExperienceCommunicationParaplanningParaplanning CommunityTechnology
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Attractive Qualities - Considerations for Growth Versus Sale
Expert: Mark Lyons, Investment Director, Puma Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdvisorsClient ExperienceFinancial AdvisoryGrowthMarketingTechnology
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Balancing act – unlocking productivity to deliver an improved client experience
Expert: David Hinton, Chief Operating Officer, SEI Facilitator: Gilly Green, Board Advisor and Management Consultant at FoxRed Insight
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceDataproductivityTechnologyWealthTech Matters
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Get closer – facilitating stronger client engagement with technology
Expert: Hakan Kocabeyoglu, EVP of Product at Unblu Facilitator: Karl Cranswick, Director at Solve Partners
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceEngagementTechnologyWealth managementWealthTech Matters
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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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Wealth Climbers – The family dynamics at play in the inter-gender wealth transfer
Expert: Peter Neufeld, Partner - Head of Digital Customer Experience, EMEIA, EY joined by Lynn Fay from the FCA Facilitator: Rupert Neville, Independent Consultant
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
advisersClient ExperienceCommunicationIntergenerationalWealth Management and Private BankingWealth Transfer
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Value Adding – Adapting to the world of enhanced client experience
Expert: Edward Turner, Private Banker at Dreyfus Banquiers Facilitator: Simon Minder, Family Office Advisor at M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
Client ExperienceMetricTechnologyTrustWealth managementWealthTech Matters
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Data Cloud – Bridging the data gap
Expert: George Koshy, Product Solutions Manager at SEI and Edward Blake, Chief Technology Officer at Waverton Investment Management Facilitator: Caroline Burkart, Director, Wealth Management Consulting at Alpha FMC
09 November 2023WealthTech Matters The Business - November 2023
Client ExperienceDataproductivitySecurityWealthTech Matters
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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory