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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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
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Cash flowClientIntergenerationalParaplanning CommunityRetirementRisk
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIClient ExperienceCommunicationConsumer DutyParaplanningParaplanning Community
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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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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersClient ExperienceCommunicationParaplanningParaplanning CommunityTechnology
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How to get a day back in your calendar
Expert: Paul Holbrook, Founder, Diary Detox
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
activitiesManagementmental healthobjectivesParaplanning Communityproductivity
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How to see clearly while the future economic picture remains unclear
Expert: Hugo Thompson, Multi-Asset Investment Specialist, HSBC Asset Management Facilitator: Ben MacGregor, Director Client Development, Savanta
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
CommoditiesEconomicEmerging MarketsGeopoliticsParaplanning CommunityPortfolios
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Implementing AI through a phased approach
Expert: Mark Whitcroft, CEO, PlannerPal
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AICommunicationcomplianceParaplanning CommunityResearchRisk
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Managing stress with smoother workflows
Expert: Tom Emery, Co-Founder, HEX Talent and Development
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
ClientCommunicationmental healthParaplanning Communityresponsibilitiesstress management
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Navigating the hurdles that will come with reducing the advice gap
Expert: Matthew Lonsdale, Director, Asset & Wealth Management, Davies Group Facilitator: Adam Flowers, Senior Consultant, Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AdviceAIDataDigital SolutionsParaplanning CommunityTechnology
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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