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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Attractive Quality - How to prepare your business for sale
Expert and facilitator: John Chapman, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Consumer DutycostDataFinancial AdvisoryProfitabilityTechnology
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Evidence Trail - Navigating pricing and the future value chain
Expert: Mark Hopcroft, Head of Strategic Partners, Timeline Facilitator: Rod Bryson, Tata Consultancy Services
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChallengesConsumer DutyfeesFinancial AdvisoryPricingvalue
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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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Change Catalyst - Consumer Duty’s challenges and opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
CommunicationConsumer DutyESGFinancial AdvisoryvalueVulnerable client
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Risky Business - Selling in the time of the Consumer Duty
Expert: John Chapman, Director, Catalyst Partners Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Consumer DutyDataDue DiligenceFinancial AdvisoryM&APricing
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Pricing Right – Meeting the competition while remaining competitive
Expert: Tony Hanlon, Director and Mehul Kotecha, Partner, Strategy & Transactions - Financial Services, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationCompetitionConsumer DutyM&APricingWealth Management and Private Banking
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Round Two - Managing the next set of risks, rules and requirements
Expert: Dr. Anthony Kirby, Partner- Risk and Regulation, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
Consumer DutyESGManagementRegulationTrainingWealth Management and Private Banking
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Meeting Expectations – How technology can help with regulatory requirements
Expert: Chris Jones, Proposition Director at Dynamic Planner Facilitator: Stephen Wall, Founder of The Wealth Mosaic
09 November 2023WealthTech Matters The Business - November 2023
CommunicationConsumer DutyDataRegulationTechnologyWealthTech Matters
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Are you doing your duty? We take a look at the FCA’s Consumer Duty regulation to see how you are faring.
Expert & facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
Consumer DutyFCAgap analysisRetirementretirement incomethematic review
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Competitive Streak - Turning consumer duty into opportunities Winning Advisers South
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClientCommunicationConsumer DutyFinancial AdvisoryPortfolios
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Delicate Balance – Could the pursuit of efficiency dilute the depth of engagement?
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Sionic
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
Consumer DutyDigital platformEngagementFinancial AdvisoryTechnologyTraining
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Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology