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 Increasing Regulatory Demands And The Impact Of The Consumer Duty
Experts: Nick Hulme, Michael Lawrence, and Keith Richards Facilitator: Michael Lawrence
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AdviceClientConsumer DutyFinancial AdvisorygenerationalRegulation
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Unlocking Efficiency - Harnessing AI for streamlined adviser workflows
Expert: Craig Barraclough, Director, Finovation Consulting Facilitator: Brod Whiting, JoynedUp
04 July 2024WealthTech Matters The Adviser - July 2024
AIClientConsumerPrivacySustainable SolutionsWealthTech Matters
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Elevate Your Business - How to attract, serve, and retain the HNW investor
Expert: Vincent Tiseo, Head of Business Strategy, GSAM Strategic Advisory Solutions Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ClientCommunicationFinancial AdvisoryInvestmentsTrainingWealth management
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Finely Tuned - How to hit the right note with adviser productivity
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: Ben Wright, Melo
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceClientCultureFinancial Advisoryproductivitysustainable
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Changing demand - Serving an increasingly diverse and expanding client base
Expert: Peter Dingomal, Business Development Director, FA Solutions Facilitator: Caroline Burkart, Alpha FMC
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIClientdiversityPortfoliosTechnologyWealth Management and Private Banking
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Precision point - Mastering pricing strategies to maximise client value
Expert: Dave Mason, CEO, Solve Facilitator: Mark Elliott
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ClientPerformancePricingProfitabilityStrategyWealth Management and Private Banking
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Cash flowClientIntergenerationalParaplanning CommunityRetirementRisk
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Managing stress with smoother workflows
Expert: Tom Emery, Co-Founder, HEX Talent and Development
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
ClientCommunicationmental healthParaplanning Communityresponsibilitiesstress management
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Advice Review - Securing Good Retirement Outcomes in a Challenging Economic Climate
Expert: Warren Bright, Head of Retail Distribution, Standard Life Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ClientFinancial AdvisoryFinancial EducationRetirementTalenttax
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Attractive Behaviours - The changing needs and expectations of investors
Expert: Elemi Ategolo, Managing Partner, Consult Venture Partners Facilitator: Darshita Gillies, CEO & Founder, Maanch
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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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