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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Freedom in a Framework. The foundation for the inorganic and organic growth
Facilitator: John Chapman Expert: Nick Blake
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientCultureFinancial AdvisoryGrowthOrganic GrowthRecruitmentvalue
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Make It Personal. Adopting goal-based planning to service your clients
Expert: Rob Harradine, Ammonite
14 June 2022WealthTech Matters The Adviser - June 2022
ClientClient ExperienceGoals-based planningIndependent Financial AdviserMindful ofTechnologyThe Futurevalue
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The Human Touch. Hybrid advice, technology and the role of the adviser
Expert: Chris Shaw, Dundas Consultants. Facilitator: Chris Baigent-Reed
14 June 2022WealthTech Matters The Adviser - June 2022
AdviceClientFinancial adviserHybridMindful ofTechnologyvalue
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COMPANY ENGAGEMENT – GREENWASHING?
Expert: Sora Utzinger, Head of ESG Research, Aviva Investors and Facilitator Mandy Kirby, City Hive Network
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
ClientEngagementEnvironmentalESGFinancial AdvisorygovernanceGreenwashingvalue
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Business Purpose / Brand Authenticity - How to embed it into the business
Business Purpose / Brand Authenticity - How to embed it into the business. Strategy must come from purpose, there is no single approach but whatever it is, it must be real and go beyond the about us.
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
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How did you get on producing your first value assessment?
How did you get on producing your first value assessment?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementClient ExperienceCOVIDInvestmentsretailvalue
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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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PROVIDING VALUE FOR MONEY? IT CERTAINLY ISN'T JUST ABOUT GROWING THE POT. A LOOK AT THE FCA'S ASSESSMENT OF VALUE
The FCA’s assessment of value initiative will likely not change behaviour significantly in the next few years but marks an interesting step in the drive for improved standards of governance, transparency and accountability in the asset management industry.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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Are you providing “Value For Money” (VFM)?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Demonstrating ValueFCAvalueWealth Management and Private Banking
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Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.
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Conversions and platform transfers ……is your business aware and ready for next year?
Conversions and platform transfers ……is your business aware and ready for next year?
A Meeting of Minds - Advisory Distributors - 26 November 2020
Financial AdvisoryInvestment PlatformRegulationRiskvalueWealth Transfer
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Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
Growing your business: Making your business relevant and valuable for the next 10 years - For yourself or for a sale!
A Meeting of Minds - Winning Advisers North - 8 October 2020
Business developmentfeesFinancial AdvisoryGrowthM&AvalueYour business