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.
-
Crafting a more strategic path for Paraplanners to survive
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationManagementParaplanningParaplanning CommunityTechnology
-
The career progression to meet your potential
Expert: Eric Sharrad, Senior Recruitment Consultant, Financial Services & Regulated Wealth Management, Pavilion Recruitment Solutions Facilitator: Adam Flowers, Senior Consultant - Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationFinancial adviserManagementParaplanningParaplanning Community
-
Productivity Push - How AI can Help Advisers add Value
Expert: Rob Tedder, Account Manager, Conquest Planning Participants: John Lappin, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AICommunicationDevelopmenteducationFinancial Advisoryproductivity
-
Valuable Oversight - Navigating Short-Term Distractions to uphold Clients' Long-Term Goals
Expert: William Marshall, CIO, Hymans Robertson Investment Services Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationeducationFinancial AdvisoryGoals-based planningTrainingTrust
-
Inheritance Tax gets a lot of bad press but is keeping it or ditching it such a binary decision?
Expert: Dan Goss, Researcher, Demos Facilitator: Rupert Neville, Consultant
17 October 2023New for 2023! Retirement Matters - October 2023
educationInheritanceIntergenerationalParty PoliticsRetirement
-
Mind the gap! According to the FCA, more defined contribution pension pots were fully withdrawn in 2021/22 than in any previous financial year
Expert: Richard Parkin, Head of Retirement, BNY Mellon Facilitator: Kathy Ellison, Director, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
-
Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
-
Could playing a lead role in the housing ecosystem give you a head start?
Expert: Faraz Ahmad, Associate Partner and Senior Solution Leader, McKinsey Facilitator: Ben MacGregor, Director, Savanta
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023