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 Future of Advice
The Future of Advice
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
AdvicefeesFinancial adviserFinancial servicesHumanRetirement PlanningvalueWealth Management and Private Banking
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A masterclass in understanding the different potential offered by AI, RPA, big data, machine learning, the Cloud and Voice.
We live in a tech savvy world
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
AIFinancial adviserFinancial AdvisoryIndependent Financial AdviserMachine Learning
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Building business models that will thrive in a post-MiFID II world. (All 3 sessions)
We all know the need for advice is growing but advisers are struggling to deal with the volume
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserMIFIDII
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Changing market trends and how this impacts advice.
With falling numbers of investment advisers and the average age of those who are active, what does the future hold for the advice landscape?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAdviceFinancial adviserFinancial AdvisoryIndependent Financial AdviserMarket Trends
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It’s all about growth (Session 2)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAcquisitionFinancial adviserFinancial AdvisoryFinancial servicesGrowthIndependent Financial AdviserOrganic GrowthYour clients
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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
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Companies with a highly engaged workforce are more profitable
What sort of people are you looking to hire and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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Companies with a highly engaged workforce are more profitable...
... so what sort of people are you looking to hire these days and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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DB transfers in 2020
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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DB transfers: A 2020 view
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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Dealing with clients in later life
Financial adviserFinancial AdvisoryFinancial servicesLater lifeLPAVulnerable clientWills
