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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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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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