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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Finely Tuned - How to hit the right note with adviser productivity
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: Ben Wright, Melo
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceClientCultureFinancial Advisoryproductivitysustainable
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New Era - Responding to the changing geopolitical and economic tensions
Expert: Joseph Cornwall, Investment Manager, Puma Investments Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChinaFinancial AdvisoryGeopoliticsInflationproductivityTechnology
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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
AICultureFinancial AdvisoryM&AproductivityTechnology
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Artificial Promise - The Potential for Growing Your Business Intelligently
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Lappin, Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AIDataFinancial AdvisoryGrowthproductivityTechnology
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Productivity Push - How AI can Help Advisers add Value
Expert: Rob Tedder, Account Manager, Conquest Planning Participants: John Lappin, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AICommunicationDevelopmenteducationFinancial Advisoryproductivity
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Age of AI - The potential for driving business productivity
Expert: Alan Smith, CEO, Capital Asset Management Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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Age of AI - The potential for driving adviser productivity
Expert: Rob Tedder, Account Manager UK, Conquest Planning Facilitator: Ben Wright, Director of Progress, Change Squared and Paul Miles, Founder, Silverback Consultancy
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIDataFinancial adviserFinancial Advisoryoutcomesproductivity
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Less is More: What are the Productivity Must-Haves?
Expert: Ben Wright, Change Squared
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsAIClient ExperienceFinancial Advisoryproductivityremote working
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdvisorsClient ExperienceFinancial AdvisoryproductivityRelationshipsTechnology
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HIRE, TRAIN AND KEEP THE RIGHT PEOPLE
Hire, train and keep the right people
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Back OfficeEmployee engagementEmployees (type of)EmploymentFinancial AdvisoryFlexibilityFront OfficegenderMeeting of MindsParaplanningproductivityTechnology
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COMPLIANCE NIGHTMARE. HOW TO CREATE MIFID II COMPLIANT EX-ANTE AND EX-POST ILLUSTRATIONS AND REPORTS
A Meeting of Minds Advisory Distributors - 28 November 2019
complianceFinancial AdvisoryMIFIDIIproductivity