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.
Insights from the clients of advisory firms: what do they value, and how can referrals be better utilised to attract more of them?
There is now a considerable difference between a professional services relationship which a lot of firms offer compared to the traditional financial services business
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019