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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Age of AI - The potential for driving adviser productivity
Expert: Rob Tedder, Account Manager UK, Conquest Planning Facilitator: Ben Wright, Director of Progress, Change Squared and Paul Miles, Founder, Silverback Consultancy
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIDataFinancial adviserFinancial Advisoryoutcomesproductivity
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Are you doing your (Consumer) duty? An opportunity to check you have all bases covered
Expert: Mike Harrison, Practice Lead, Insurance and Lending, Bovill Facilitator: Mark Spiers, Partner, Bovill
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
Consumer DutyCustomerMortgagemortgageoutcomessenior managers