A Meeting of Minds Winning Advisers October 2016
11 Oct 2016
Tylney Hall, HampshireView Map
Owen James are thoroughly embedded in the world of financial advice... A Meeting of Minds Winning Advisers
A Meeting of Minds - Winning Advisers is a one day event which brings together the owner managers of top financial advisory firms to work through a set of strategies crucial to the ongoing success of their businesses. These firms will typically have Funds Under Management in excess of £150M and between four and twenty advisers.
The day is a blend of roundtable discussions addressing a pre-researched and pre-agreed agenda, provocative keynotes and plenty of structured networking.
It provides an opportunity for the group to:
- Exchange strategic insights on business critical issues
- Share best practice
- Hear new thinking from outside the industry - business school learning
- Understand the most relevant trends
- Network with peers
- Explore business development opportunities.
At Owen James, we do appreciate that your time is very precious so our goal is to ensure that your day is utilised efficiently and effectively and that you leave A Meeting of Minds armed and energised with fresh thinking to take your business (and by association your clients) forward in this challenging world.
If you would like to take part, do please call Emily Landless at Owen James on 01483 861334 or email firstname.lastname@example.org
DOWNLOAD KEYNOTE PRESENTATION BY GUY BROWNING, smokehouse - the power of outrageous optimism
DOWNLOAD PRESENATION BY ADAM MOORE, BLACKROCK ISHARES - FORECASTING THE FUTURE: WHAT COULD YOUR BUSINESS LOOK LIKE IN FIVE YEARS' TIME?
DOWNLOAD PRESENTATION BY MIKE MOUNT, jm fynn & IAN WHYTE, PARKWELL management consultants - PLACING OUTSOURCING AT THE HEART OF YOUR BUSINESS MODEL
DOWNLOAD KEYNOTE PRESENTATION BY TOM JOHNSON, DIRECTOR, THE TRAJECTORY PARTNERSHIP. TECHNOLOGY - THE NEW GENERATION GAME
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PREVIOUS FINDINGS FROM MEETING OF MINDS OCTOBER 2015
CPD accredited event
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Scene-setter research findings
As always and amazing event, well organised and exchanging challenging ideas
Anthony Fennel, Corporate and Personal Investment Planning Ltd
Out of all the seminars/CPD meetings attended Winning Advisers is the most using in providing ideas to improve out business
David Wingar, Future Asset Management LLP
A very well organised and structured conference with great attention to the attendee list. This ensured relevant topic basis and like minded business leaders
Director, Pharon Independant Financial Advisers Ltd
I would like to thank Evie and the team who are always very attentive and gracious hosts.
Managing Director,, Burlington Associated Limited
A worthwhile day out of the office with like-minded IFAs in an environment where we could discuss our businesses.
John Lamb LLP
Group ‘round table’ sessions were a good forum for discussion. Other firms’ issues, solutions, experience and opinions were shared quite freely.
Walpole Financial Limited
The best day at this type of event I've been to in years
John Chadwick, Chadwicks IFA
It is a real Meeting of minds! - and some pretty good ones of that!