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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The "Two Stage" Intergenerational Wealth Transfer, Why It Matters And What You Can Do About It
Expert: Ross Easton, Head of Intermediary Platform Propositions, Scottish Widows Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital platformFinancial AdvisoryIntergenerationalRelationshipsWealth Transfer
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients
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The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
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How can wealth managers convert interactions into client engagement to drive real value in the relationship?
How can wealth managers convert interactions into client engagement to drive real value in the relationship?
11 March 2021WealthTech Matters - The Client - 11 March 2021
ClientCommunicationCOVIDDigital platformDigitalisationMindful ofWealth