Winning Advisers North is an exclusive gathering that unites the top 100-500 Independent Financial Advisory firms which typically have between £150M and £800M Funds Under Management and 5-20 advisers.. This exclusive event provides a platform for these professionals to share insights, exchange strategies, and foster meaningful connections within the dynamic landscape of financial advisory.
Within this refined ambiance, participants explore topics tailored to the unique challenges and opportunities faced by firms of this scale, establishing a prestigious forum for collaborative growth and the advancement of industry standards.
The agenda will thoroughly explore multiple dimensions of your business, honing in on economic and geopolitical factors, considerations around pricing and value, advancements in technology and innovation, strategies for both organic and inorganic growth, the regulatory landscape, and critical aspects related to people and culture. Inclusive of these, the discussions will also delve into pertinent investment themes, offering a comprehensive examination to enhance the success and sustainability of your business.
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 here Event Invitation Request (owenjamesevents.com)
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
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 Winning Advisers North
Attractive Qualities - Considerations for Growth Versus Sale
Expert: Mark Lyons, Investment Director, Puma Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
Financial AdvisoryWinning AdvisersAdvisorsClient ExperienceGrowthMarketingTechnology
Results Focused - Strategies for Enhancing Team Performance
Expert: John Batten, Strategic and Technical Sales Manager, Columbia Threadneedle Investments Facilitator: Roderic Rennison, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
Financial AdvisoryWinning AdvisersCommunicationManagementPerformanceTrustVulnerable
Artificial Promise - The Potential for Growing Your Business Intelligently
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Lappin, Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
Financial AdvisoryWinning AdvisersAIDataGrowthproductivityTechnology
Latest from Winning Advisers North
2. 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. 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
Choosing the right business partners to flourish in today's environment and future proof your business.
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
Owen James is proud to announce the launch of oneMIND – a digital platform for Wealth Managers and Private Banks to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions.
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
I would like to thank Evie and the team who are always very attentive and gracious hosts.
