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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Advice Review - Securing Good Retirement Outcomes in a Challenging Economic Climate
Expert: Warren Bright, Head of Retail Distribution, Standard Life Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ClientFinancial AdvisoryFinancial EducationRetirementTalenttax
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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
AIDataFinancial AdvisoryGrowthproductivityTechnology
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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
AdvisorsClient ExperienceFinancial AdvisoryGrowthMarketingTechnology
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Delicate Balance - Why Risk Managed Solutions are Good for Both Your Clients and Your Business
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationFinancial AdvisoryRegulatory IssuesRetirementRiskTechnology
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Geopolitical Volatility - Navigating Uncertainty Through a Global Lens
Expert: David Roberts, Bond Fund Manager, Nedgroup Investments Facilitator: Ralph Jackson, Independent Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
BondsElectionsFinancial AdvisoryGeopoliticsMarket Trendsvalue
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Increasing Obligations - Managing the Rules and Requirements
Expert: Olivia Shaw, Head of Compliance, Tribe Facilitators: James Marshall, Principle Consultant, Bovil
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdviceCommunicationFinancial AdvisoryRegulationsustainableVulnerable client
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Potential Impact of a Labour Party Victory on the Financial Services Industry
Expert: Ralph Jackson, Independent Consultant Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ElectionsFinancial AdvisoryFinancial servicesLabourRegulationsustainable
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Productivity Push - How AI can Help Advisers add Value
Expert: Rob Tedder, Account Manager, Conquest Planning Participants: John Lappin, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AICommunicationDevelopmenteducationFinancial Advisoryproductivity
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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
CommunicationFinancial AdvisoryManagementPerformanceTrustVulnerable
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Valuable Oversight - Navigating Short-Term Distractions to uphold Clients' Long-Term Goals
Expert: William Marshall, CIO, Hymans Robertson Investment Services Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationeducationFinancial AdvisoryGoals-based planningTrainingTrust
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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022
Cash flowEngagementFCAFinancial AdvisoryFintechYour clients
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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Financial AdvisoryHybridInterestPensionRetirementTechnology