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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Attracting and retaining talent to meet your goals: Structuring your approach for growth
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Financial AdvisoryFinancial servicesParaplanningRumuneration
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How sticky are your clients? Cementing client loyalty as well as income.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCustomerExperienceFinancial AdvisoryYour clients
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Investment Products of the Future - What can be expected?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceBusiness developmentclimate changeFinancial AdvisoryFinancial servicesRegulation
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Modern philanthropy made simple - A look at impact investing
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceClientCorporate GovernanceEnvironmentalFinancial AdvisoryPhilanthropySocial
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The Evolution of Multi-Asset
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Decumulation marketFinancial AdvisoryFinancial servicesRegulation
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The Future of Advice: How Automation is changing what we do
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Advisory investment servicesClientDigital platformDigitalisationFinancial AdvisoryFinancial services
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Trust and reputation. Hard won easily lost.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCommunicationExperienceFinancial AdvisoryFinancial servicesInterest
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Working with Solicitors in 2019
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Due DiligenceFinancial AdvisoryFinancial servicesLaw in financial servicesLegal advice
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Are you ready for the senior managers regime?
13 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Business developmentFinancial AdvisoryFinancial servicesInnovationRegulation
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Clients now understand exactly what they are paying for and have a range of investment tools available to them–is this affecting their investments...
Clients now understand exactly what they are paying for and have a range of investment tools available to them – is this affecting their investments preferences and how they go about constructing portfolios?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
BehavioursClientETFFinancial Advisory
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Delivering value in the digital age - customers’ attitudes to data sharing, trust and how this will define future propositions
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Artificial IntelligenceBack OfficeFinancial Advisory
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Preparing for growth - What can we learn from global high growth...
Preparing for growth: what can we learn from global high growth advisory firms?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Business ModelFinancial AdvisoryRemunerationTraining