Keep ahead with the latest news, interviews and updates from Owen James and hear what's going on in the financial services industry
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How would John Lewis – the King of customer service – build trust in financial services?
Whenever we ask CEOs to list the biggest challenges facing the industry, building trust and driving great customer experiences are right up there. So who better to give us some insight around how we should be doing it better than John Brady – Head of Financial Services at John Lewis.
06 October 2016
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A Piece of Mind: Persuading your clients to hand over their data
08 September 2016A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
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Are you thinking about the world of partnerships?
08 September 2016A Meeting of Minds Bank & Brand Distribution of Retail Financial Services - October 2016
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A Piece of Mind: The Dawn of Simplicity - How can we replicate the obsession that drives Apple's success in Financial Services?
02 August 2016A Meeting of Minds Wealth Management & Private Banking - June 2016
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Piece of Mind - BREXIT: A step into the unknown - so what next for financial services?
24 June 2016
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
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A Piece of Mind: What is keeping the UK’s top Wealth Managers and Private Banks up at night?
23 June 2016A Meeting of Minds Wealth Management & Private Banking - June 2016
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It’s a jungle out there - CEO sentiment as expressed in the run up to A Meeting of Minds Advisory Distributors
In the run up to A Meeting of Minds, we encourage our participants to open up! And according to the incredibly scientific index which we produce every six months, sentiment this June is quite a bit lower than it was last November. It has dropped from 8.00 to 7.73. It could be the uncertainty surrounding the EU referendum, or it could be that these CEOs of the nationals, networks and consolidators are not as upbeat as they perhaps could be!
16 June 2016
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A PIECE OF MIND: THOUGHTS AND CHALLENGES IN BUSINESS
As one of our favourite participants at A Meeting of Minds, we caught up with Nick Cowen from Statehouse Group for a quick bit of Q&A around his thoughts on the challenges his business is currently facing.
26 May 2016
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A Piece of Mind : Attracting younger people into the advisory world
12 May 2016
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Attracting Young People into the Advisory World - how would you go about getting them on board?
12 May 2016
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A Piece of Mind: Who are you looking at?
10 May 2016
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A Piece of Mind: Philanthropy - is Wealth Management all about the money?
Building relationships within Philanthropy and how we can work together to effectively drive more and better giving through UHNWIs.
03 May 2016