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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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersCash flowCommunicationDataIntegrated systemsParaplanning Community
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Onboarding Solutions - And their peculiar place in wealth management
Expert: Balint Fischer, Chief Business Development Director, Dorsum Ltd Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AssetClientcostFinancial AdvisoryIntegrated systemsTechnology
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Productivity Push - Why the Devil is in the Data
Expert: Paul McAnulty Director of Data Solutions, Nucleus Facilitator: Brod Whiting, Director, JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Big DataClientCRMFinancial AdvisoryIntegrated systemsInvestment Platform
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Innovative Behaviour - How to Ensure Technology Eases Not Increases Your Burdens
Expert: Darren Lowry - Director Sales and Michael Milner - Head of Product Integration, Nucleus Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Back OfficeDigital SolutionsFinancial AdvisoryInnovationIntegrated systemsTechnology
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Making businesses more efficient: The critical factors for advisers in the selection, management, and integration of technology
Facilitator: Helen Clark Expert: Andrew Smith and Damian Smyth
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyDataFinancial AdvisoryIntegrated systemsInvestment PlatformTechnologyTechnology strategy