After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology
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Exiting Right – How to get the best outcome from the selling process
Expert: Alex Canham, Partner, Herrington Carmichael Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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Future Talent - Attracting and retaining the advisers of tomorrow
Expert: Paul Miles, Founder, Silverback Consultancy Facilitator: Paul Miles
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AttractingFinancial AdvisoryHybridRecruitmentRetainingTalent
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High Performance – The key characteristics of the firms that thrive
Expert: Luc Blair Anderson, Regional Director & Vice President, Dimensional Fund Advisors Ltd Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdvisorsFinancial AdvisoryGrowthPerformanceProfitabilityRetention
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In Full View - How to improve the client experience for competitive advantage
Expert: Rowan Jackson, Promising Outcomes Facilitator: Gilly Green, FoxRed Insight
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClient ExperienceCompetitionDataFinancial AdvisoryTrust
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Regulate and Reform – Managing the new risks, rules, and requirements
Expert: Sandy McGregor, Head of Policy, SimplyBiz Facilitator: Rupert Neville, Senior Change Management Consultant
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFCAFinancial AdvisoryRegulationsustainable
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A look at the affordability of housing
Expert: Pete Docker, Chief Commercial Officer, Generation Home Facilitator: Evie Owen
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
affordabilitycredit worthinessdepositFinancial EducationhousingMortgage
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Are you doing your (Consumer) duty? An opportunity to check you have all bases covered
Expert: Mike Harrison, Practice Lead, Insurance and Lending, Bovill Facilitator: Mark Spiers, Partner, Bovill
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
Consumer DutyCustomerMortgagemortgageoutcomessenior managers
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Can we help generation rent become generation buy?
Expert: Lewis Scott, CEO, Homely Global Facilitator: Kathy Ellison, Director, Savanta
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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Conveyancing – Why is it all so slow? How streamlined can it get?
Expert: Andrew Lloyd, Chief Customer Officer PEXA Facilitator: Kevin Mountford, Co-founder, Raisin UK
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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Could Open Finance help you match your customers to the right mortgage?
Expert: Jinesh Vohra, CEO, Sprive Facilitator: Kevin Mountford, Co-founder, Raisin UK
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023