Paraplanning Meeting of Minds unites Paraplanners, Analysts, and Technical support professionals collaborating with advisers from the leading 200 UK Independent Financial Advisers (IFAs).
Their shared objective is to concentrate on pivotal strategic matters influencing both these businesses and the broader industry. The agenda encompasses in-depth conversations covering economic and geopolitical considerations, aspects of work life, client concerns, regulatory developments, future directions, and prevailing investment themes.
If you would like to get involved please do call John Hall on + 44 (0) 1483 862696
or email johnhall@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.
A Meeting of Minds Winning Advisers South - October 2024
10 Oct 2024Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
A Meeting of Minds Winning Advisers South - October 2024
10 Oct 2024Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
Findings from Paraplanning
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
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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.
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Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
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Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
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A perfect forum for stimulating discussion and views amongst industry leaders to help shape strategic thinking.
