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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The "Two Stage" Intergenerational Wealth Transfer, Why It Matters And What You Can Do About It
Expert: Ross Easton, Head of Intermediary Platform Propositions, Scottish Widows Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital platformFinancial AdvisoryIntergenerationalRelationshipsWealth Transfer
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The Potential For Growing Your Business Intelligently
Expert: Duncan McKillop, Director of Corporate Development, Fidelius Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryGrowthInvestmentsPartnershipproductivityRelationships
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Relationship Advice – Evolving without sacrificing the human connection
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIFinancial adviserRelationshipsTechnologyWealthTech Matters
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The Great (And Smooth) Wealth Transfer – Why advice is a family affair
Expert: Warwick Bloore, Senior Investment Specialist, Vanguard Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Financial AdvisoryFinancial servicesgenerationalLegacy ProductsRelationshipsWealth Transfer
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Future Stars - Attracting and retaining the advisers of tomorrow
Expert and Facilitator: Emma Napier, Consulting Director, NextWealth
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AttractingFinancial AdvisoryRelationshipsRetentionTalentTraining
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech Matters
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdvisorsClient ExperienceFinancial AdvisoryproductivityRelationshipsTechnology
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Financial Wellness. Good advice, positive behaviours or both?
Experts: Carolyn Weir, Fidelity Adviser Services and Alina Burlacu, AB Personal Performance Coaching Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
EngagementFinancial AdvisoryFinancial servicesGoals-based planningManagementRelationships
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Optimising sales effectiveness: How to gather more assets in wealth management
Expert: Alessandro Tonchia Facilitator: Munaz Khan
10 November 2022WealthTech Matters The Business - November 2022
AssetCultureDataRelationshipsWealth managementWealthTech Matters
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Big impact. How will the Consumer Duty affect advisers’ value propositions?
Expert: Blair Anderson, Dimensional Facilitator: Richard Clarke
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CompetitionConsumer DutyFinancial AdvisoryFinancial servicesFlexibilityRelationships
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The future of work and culture. Building collaborative relationships in a hybrid landscape
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CultureFinancial AdvisoryHybridRelationshipsTechnologyTraining
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Digital Dynamics. Creating a holistic online relationship with your clients
Expert: Ákos Szalay, Dorsum, supported by Renata and Greg. Facilitator: Paul Miles, Silverback Consultancy
14 June 2022WealthTech Matters The Adviser - June 2022
DataDigital platformDigital SolutionsEngagementMindful ofRegulationRelationshipsTechnology