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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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients