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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How do you demonstrate the commerciality of a social impact/philanthropy proposition to shareholders and the EXCO?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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Policing the world – investment management’s new role? Media and action groups continue to demand that large asset managers use their voting powers re
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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The State of the Nation: what is ‘really’ going on in wealth management and advisory firms, and how can technology help increase profitability?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdviceAdvisorsBehavioursClientEngagementJourneyTechnologyWealth Management and Private Banking
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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
A Meeting of Minds Winning AdvisersClientFinancial AdvisoryFinancial servicesIndependent Financial AdviserWinning Advisers
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How sticky are your clients? Cementing client loyalty as well as income.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
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Modern philanthropy made simple - A look at impact investing
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceClientCorporate GovernanceEnvironmentalFinancial AdvisoryPhilanthropySocial
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The Future of Advice: How Automation is changing what we do
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Advisory investment servicesClientDigital platformDigitalisationFinancial AdvisoryFinancial services
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Trust and reputation. Hard won easily lost.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCommunicationExperienceFinancial AdvisoryFinancial servicesInterest
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According to a specialist in generational behaviour, millennials consider human service to be the luxury end of the market.
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
ClientClient Data ManagementDigitalEngagementManagement InformationOnboardingTechnologyWealth Management and Private Banking
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Do you really understand your clients’ behaviours and preferences?
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
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Clients now understand exactly what they are paying for and have a range of investment tools available to them–is this affecting their investments...
Clients now understand exactly what they are paying for and have a range of investment tools available to them – is this affecting their investments preferences and how they go about constructing portfolios?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
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How do you consume your data? Do you devote enough time to reviewing your MI reports and, more importantly, do you act upon them?
Data needs to be presented and used in a way that clearly benefits on the retention and gaining of new clients.
