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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Mindful Markets - Have Better Conversations with Anxious Clients
Expert: Nathan McKerlie, Strategic Partnership Manager, Albemarle Street Partners Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Business ModelEmerging MarketsFinancial AdvisoryfundTechnologyYour clients
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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
Cash flowEngagementFCAFinancial AdvisoryFintechYour clients
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Strong Message. Why communication is the biggest strength when it comes to growth
Facilitator: Don Wild, Wild Ochre Consulting Expert: Vincent Tiseo - Global Head, Business Strategy, Goldman Sachs
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
CommunicationDigitalFinancial AdvisoryGrowthMarketingSocial MediaYour clients
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Wealth Transfer. What are the opportunities, and how can you address them?
Facilitator: Ben MacGregor Expert: Gillian Schofield
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Female clientsFinancial AdvisoryInvestmentsPersonal goalsStrategyWealth TransferWealth Transfer Generation GapYour clients
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The use of private market funds by sophisticated private investors on the verge of becoming mainstream, how can you deliver a suitable and compelling
Expert: Adam Harrison, Titanbay. Facilitator: Chris Shaw
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceInvestmentsMindful ofPrivate MarketWealthWealth managementYour clients
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The use of private market funds by sophisticated private investors is on the verge of becoming mainstream.
Expert: Nick Rosenblatt, Wealth Management Proposition Leader, Mercer Joined by Adam Harrison, Chief Commercial Officer, Titanbay. Facilitator: Gilly Green, Sionic
18 November 2021A Meeting of Minds Wealth Management and Private Banking - 18 November 2021
Investment PlatformInvestmentsPrivate MarketWealth Management and Private BankingYour businessYour clients
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If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
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Banking In The Cloud, Is The Industry Ready? Don’t Be Left Behind
Expert: Adrian Mountstephens, Equinix. Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentClientClient Data ManagementCloudDigital SolutionsLegacy SystemsPrivate BankingRetail Financial ServicesTechnologyYour clients
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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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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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How sticky are your clients? Cementing client loyalty as well as income.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCustomerExperienceFinancial AdvisoryYour clients