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.
Expert: David Jones, Head of UK & Ireland Advisor Group and Vice President and Steven Greenfield, Regional Director & Vice President. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentBusiness ModelCommunicationCultureEmployeeEmployee engagementEmploymentFinancial AdvisoryGrowthHybridHybrid WorkingleadershipManagementMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingResearchTalentTeamThe FutureTrustValuesYour business
Expert: Yasmina Siadatan, Sales & Marketing Director. Facilitator: Roderic Rennison, Rennison Consulting
Business developmentCultureEmployeeEmployee engagementEmployee Value PropositionFinancial AdvisoryGrowthHumanHybridHybrid WorkingleadershipMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingRetentionSuccessTalentTeamTech futuresTechnologyThe FutureTrainingValuesWinning AdvisersYour business
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
Expert: Daniel, Head of Customer, Seccl Technology Facilitator: Philip Biber, Sionic
17 June 2021WealthTech Matters The Adviser 17 June 2021
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
20 May 2021A Meeting of Minds Asset Management