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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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
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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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Bold Step - Implications for Investors of the UK's Approach to Sustainable Investing
Expert: Jess Foulds, ESG Strategy Director, Aviva Investors Facilitator: Brod Whiting, Director JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
climate changeESGFCAFinancial AdvisoryGreenwashingsustainable
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Doing Your Duty - Are Advisers now at Risk of an Identity Crisis?
Expert: William Marshall, Hymans Robertson Investment Services Facilitator: Paul Miles, Silverback Consultancy
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutydistributionFCAFinancial AdvisoryRegulationStructure
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Call of Duty. How is the Consumer Duty working for you?
Expert: Ellie Brown, Door Facilitator: Leigh Fisher, Door
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
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On Point. What does a good CRP look like?
Expert: Blaise Cardozo, Sionic Facilitator: Caroline Duff, Ammonite
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement
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Competitive Streak - Turning the Consumer Duty Into Opportunities
Expert: Tom Hawkins, Charles Stanley Facilitator: Ben Wright, Change Squared
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsClient ExperienceConsumer DutyFCAFinancial AdvisoryResearch
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Strategies for Growth - Should I Stay or Should I Grow Now?
Expert: Lucy Grier, Benchmark Capital Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsConsumer DutyFCAFinancial AdvisoryGrowthIndependent Financial Adviser
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Confident conversations. Incorporating ESG into the advice journey
Expert: Liam Setna Investment Director, Quilter Facilitator: Roderic Rennison, Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
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First class. Using embedded finance to ensure better customer journeys
Expert: Sebastian Schusman Facilitator: Ben MacGregor
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerEmbedded financeFCAPartnershipRetail Financial Services
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Consumer Duty Calls. Is it time to dial up the dialogue with the FCA?
Expert: Chris Shaw, Dundas Consulting Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
ClientConsumer DutyFCAFinancial AdvisoryRegulationRegulatorsRisk