The twenty-third Meeting of Minds Winning Advisers took place on Thursday 14 October as a hybrid event. This document captures the outputs from the programme of the fourteen interactive roundtables that took place.
This meeting is a strategic forum organised on a biannual basis by Owen James. It brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda examines all aspects of their business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole. - with a blend of interactive roundtables, external keynotes and networking.
We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place.
The following groups took part in this Meeting and their motivation for taking part was threefold:
- To be, and to be seen as, being supportive of the industry;
- To understand the stresses and strains being placed on the industry and, where possible, respond to them; and
- To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.
We would also like to thank our facilitators.
The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help of:
- Martyn Laverick, Paul Harper Search & Selection
- John Chapman, Orion Consultancy
- Rajesh Iyer, Deloitte
- Patrick Lawther, Deloitte
- Roderic Rennison, Rennison Consulting
- Paul Miles, Silverback Consulting
- Jo Goddard, Green & Good Consulting
- Toby Barklem, Ruffer
Their role was to ensure that the roundtables maintained their focus and to encourage an intractive session.
Results shown by:
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
Expert: David Jones, Head of UK & Ireland Advisor Group and Vice President and Steven Greenfield, Regional Director & Vice President. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
Having confidence in achieving your goals and best practice running a centralised investment proposition
Expert: William Marshall: Partner and Head of Wealth Investment and Jon Roberts, Head of Compliance Delivery, threesixty services, Facilitator: John Chapman, Orion Consultancy
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting