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Our exploration into the realm of mortgages dates back to 2008 at Owen James Events. The financial crisis at the time prompted us to reconsider our focus, as ongoing upheavals seemed to persist. At the heart of this transformative landscape lies the Mortgage Meeting of Minds, a gathering that unites delegate firms from major Independent Mortgage Brokers, including online platforms, mortgage networks, and mortgage clubs, along with the leadership teams of banks and building societies actively engaged in client-facing roles.
Their common denominator is the focus on navigating the evolving landscape of mortgage financing, exploring innovative solutions, and fostering collaborative strategies to address challenges in the industry.
The agenda involves thorough discussions on the latest market developments, approaches to enhance portfolio performance, successful risk management strategies, and the pursuit of innovative opportunities within the dynamic landscape of mortgage financing.
If you would like to get involved please do call Clare Frost on + 44 (0)1483 862695
or email clarefrost@owenjamesgroup.com
Or request an invitation below:
Event Invitation Request
Events
- 12 Sep 2024
etcvenue, 200 Aldersgate St, Barbican, London, EC1A 4HD
The Defaqto Annual Conference is taking place on Tuesday 12 September, between 9.00 am and 5.00 pm, at the 200 Aldersgate St, Barbican, London.
Defaqto Annual Conference September 2024
12 Sep 2024etcvenue, 200 Aldersgate St, Barbican, London, EC1A 4HD
Defaqto Annual Conference September 2024
12 Sep 2024etcvenue, 200 Aldersgate St, Barbican, London, EC1A 4HD
Findings from Mortgage Meeting of Minds
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
Paraplanning CommunityMeeting of MindsAIeducationFinancial adviserManagementParaplanning
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
Paraplanning CommunityMeeting of MindsAdviceAIDataDigital SolutionsTechnology
Managing stress with smoother workflows
Expert: Tom Emery, Co-Founder, HEX Talent and Development
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Paraplanning CommunityMeeting of MindsClientCommunicationmental healthresponsibilitiesstress management
Latest from Mortgage Meeting of Minds
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VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services. This is part 2 of a 3 part article by John Hall, Head of Retail at Owen James Events.
12 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
1. PLUGGING INTO THE MILLENNIAL OPPORTUNITY – HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services.
11 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
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Last week we interviewed Pollyanna Harper, Head of iShares UK Intermediary Sales at Blackrock iShares, to hear her views on the industry and the challenges within it.
20 April 2017
Financial AdvisoryWealth Management and Private BankingInterviewNews
Launching oneMind - our new digital solutions platform
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30 March 2017
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
Building a Culture of EveryDay Innovation – what are you waiting for?
Let’s talk about building a culture of EveryDay innovation. It’s one of our favourite topics, not just because I’ve written a book on it but because it really matters. As leaders we have to be thinking about innovation at a cultural level as we seek to evolve our organisations to become next generation businesses. Oh, and just to be clear, getting this right delivers game-changing, business transforming results. And, so why wouldn’t we want to talk about it!
25 October 2016
Financial AdvisoryRetail Financial ServicesWealth Management and Private BankingPiece of Mind
Out of all the seminars/CPD meetings attended Winning Advisers is the most using in providing ideas to improve out business