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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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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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022
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Delicate Balance – Could the pursuit of efficiency dilute the depth of engagement?
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Sionic
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
Consumer DutyDigital platformEngagementFinancial AdvisoryTechnologyTraining
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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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AI based planning, the emperor's new clothes or the real deal?
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIClient ExperienceDataEngagementFinancial AdvisoryIntergenerationalTechnology
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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
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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business
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The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
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COMPANY ENGAGEMENT – GREENWASHING?
Expert: Sora Utzinger, Head of ESG Research, Aviva Investors and Facilitator Mandy Kirby, City Hive Network
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
ClientEngagementEnvironmentalESGFinancial AdvisorygovernanceGreenwashingvalue
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NAVIGATING A PATH TO NET ZERO - PRACTICAL CONSIDERATIONS FOR MEETING YOUR CLIENT COMMITMENTS
Expert: Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington and Facilitator: Mandy Kirby, City Hive Network
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Clientclimate changeCOP26EngagementEnvironmentalESGgovernanceInvestmentsPrivate BankingRegulationsustainableWealthWealth Management and Private Banking