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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Change Request - Cultivating a culture of innovation and adaptation
Expert: Eric Sharrad, Senior Recruitment Consultant, Pavilion Recruitment Facilitator: Karl Cranswick, Solve
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationCultureInnovationTrainingWealth managementWealthTech Matters
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Navigating Volatility - Leveraging technology to build trust and loyalty
Expert: Divakar Padmanathan, Director, Alpha FMC Facilitator: Caroline Burkart, Alpha FMC
04 July 2024WealthTech Matters The Adviser - July 2024
CommunicationDataPerformanceRegulatory IssuesTechnologyWealthTech Matters
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Elevate Your Business - How to attract, serve, and retain the HNW investor
Expert: Vincent Tiseo, Head of Business Strategy, GSAM Strategic Advisory Solutions Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ClientCommunicationFinancial AdvisoryInvestmentsTrainingWealth management
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceAIClientCommunicationFinancial AdvisoryProposition
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Lessons from America - Prepping for the great wealth transfer
Expert: Sebastian Lewis, Senior Strategist, Advisory Research Centre, Vanguard Facilitator: Paul Kearney, Asset Risk Consulting
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AdvisorsCommunicationgenerationalInheritanceWealth managementWealth Management and Private Banking
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIClient ExperienceCommunicationConsumer DutyParaplanningParaplanning Community
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersCash flowCommunicationDataIntegrated systemsParaplanning Community
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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersClient ExperienceCommunicationParaplanningParaplanning CommunityTechnology
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Implementing AI through a phased approach
Expert: Mark Whitcroft, CEO, PlannerPal
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AICommunicationcomplianceParaplanning CommunityResearchRisk
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Managing stress with smoother workflows
Expert: Tom Emery, Co-Founder, HEX Talent and Development
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
ClientCommunicationmental healthParaplanning Communityresponsibilitiesstress management
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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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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