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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Future Wealth Management business models and the era of embedded finance
Expert: Emily Jones, KPMG. Facilitator: Shelley Doorey-Williams
14 June 2022WealthTech Matters The Adviser - June 2022
CustomerDigital SolutionsEmbedded financeExperienceMindful ofRelationshipsTechnologyThe FutureWealth management
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Talent Contest. How to attract and retain the best candidates in today's competitive recruitment market
Expert: Helena Territt, coach, speaker, leadership development. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
BrandEmploymentExperienceFinancial AdvisoryHybrid WorkingLegal adviceOnboardingRecruitment
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Digital financial communication, planning & shopping. Combining the entire adviser experience on a single integrated platform
Expert: Mark Trousdale, InvestCloud. Facilitator: Paul Miles, Silverback Consulting
11 November 2021WealthTech Matters - The Business 11 November 2021
ClientCommunicationDataDigitalExperienceMindful ofPlatform providersYour business
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If data is the new gold, how can wealth managers find the key to the treasure chest?
Expert: William Rouse, Wealth Dynamix. Facilitator: Stephen Wall, The Wealth Mosaic
11 November 2021WealthTech Matters - The Business 11 November 2021
Business developmentClient Data ManagementCommunicationDigital SolutionsExperienceJourneyMindful ofOnboardingOpen BankingRelationshipsRiskTechnologyYour businessYour clients
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business
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OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS.
OPERATIONAL RESILIENCE – IT’S ALL ABOUT YOUR CLIENTS. Expert: Ali Kazmi, Partner- Financial Services Advisory, EY and Facilitator: Roopalee Dave, EY
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
BrandBusiness ModelClientCommercialcostCOVIDExperienceFCAFinancial adviserFinancial servicesleadershipRegulationremote workingresilienceStrategyWealth Management and Private BankingYour business
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WHAT WAS ESG? WHAT IS ESG NOW? AND WHERE IS ESG GOING? EVERYONE’S OPINION IS THE RIGHT ONE, BUT WHERE DO YOU GO FROM HERE?
What was ESG? What is ESG now? And where is ESG going?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
ClientEngagementEnvironmentalESGExperienceFinancial AdvisoryInvestmentsTechnology
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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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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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Price versus value: the 21st century financial advisory conundrum
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
AdviceBusiness ModelExperienceFinancial Advisory
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OPTIMISING BUSINESS PERFORMANCE THROUGH CX
Tracking client engagement, an important and universally acknowledged challenge, is creeping up the list of CMOs’ priorities. And while many wealth firms, traditionally considered laggards in implementing client engagement programmes, have started to actively gather feedback and track key metrics to improve customers’ experience (CX) – more needs to be done to understand where we are as an industry to be able to better service our clients and their evolving needs.
15 November 2018A Meeting of Minds Wealth Management and Private Banking - November 2018
BehavioursEngagementExperienceHNWIUHNWIWealth Management and Private Banking