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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Productivity Push – How technology can help advisers add value
Expert: Patrick Jones, Sales Director, Collidr Facilitator: Sharmil Patwa, Opus Una
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIInvestmentsproductivityTechnologyWealthTech Matters
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Relationship Advice – Evolving without sacrificing the human connection
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIFinancial adviserRelationshipsTechnologyWealthTech Matters
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Unlocking Efficiency - Harnessing AI for streamlined adviser workflows
Expert: Craig Barraclough, Director, Finovation Consulting Facilitator: Brod Whiting, JoynedUp
04 July 2024WealthTech Matters The Adviser - July 2024
AIClientConsumerPrivacySustainable SolutionsWealthTech Matters
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Artificial Promise - The potential for growing your business intelligently Advisory Distributors June 2024
Expert: Phil Calvert, Melo Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Advisory investment servicesAIClient ExperienceDataFinancial AdvisoryMarketing
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Obstacle Course - Overcoming the productivity hurdles in the front and back-office Advisory Distributors June 2024
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Helen Clark, Mint Blue Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Positive Reduction - Is the Consumer Duty helping to close the advice gap?
Expert: Karl Cranswick Facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Changing demand - Serving an increasingly diverse and expanding client base
Expert: Peter Dingomal, Business Development Director, FA Solutions Facilitator: Caroline Burkart, Alpha FMC
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIClientdiversityPortfoliosTechnologyWealth Management and Private Banking
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Obstacle Course - Overcoming the productivity hurdles in the front and back office
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Rupert Neville
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AICultureproductivityTechnologyTrainingWealth Management and Private Banking
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Untapped Potential - Reimagining growth by differentiating
Expert: Matthew Lonsdale, Director, Davies Group Facilitator: Matt Lonsdale
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AIGrowthStrategyTechnologyWealth managementWealth Management and Private Banking
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Crafting a more strategic path for Paraplanners to survive
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationManagementParaplanningParaplanning CommunityTechnology
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIClient ExperienceCommunicationConsumer DutyParaplanningParaplanning Community
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Implementing AI through a phased approach
Expert: Mark Whitcroft, CEO, PlannerPal