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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Solution Approach. From inflation surprise to structural opportunity
Expert: Nicholas Bratt - Lazard Facilitator: Ben Wright
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial adviserFinancial AdvisoryGoals-based planningInflationInsightsTrends
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Actionable Insights. How to use the right data at the right time to power the adviser/customer relationship.
Expert: Caroline Clarkson-Lund, VouchedFor. Facilitator: Alex Whitson
14 June 2022WealthTech Matters The Adviser - June 2022
AdvisorsConsumerConsumer DutyDataInsightsMindful ofTechnology