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.
-
WHEN ARE ADVISORY FIRMS READY TO SELL? WHAT IS DRIVING THEIR SUCCESSION PLANS AND WHAT KEY FACTORS CAN BREAK THE DEAL, PRE AND POST TRANSACTION?
Expert: David Swanwick and Joe Blackburn of Dimensional Investors. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
-
ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
-
Growth, people and the future firm. A study of advisory firm insights, based on 2021 research.
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
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdvisorsBusiness developmentBusiness ModelCommunicationCultureEmployeeEmployee engagementEmploymentFinancial AdvisoryGrowthHybridHybrid WorkingleadershipManagementMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingResearchTalentTeamThe FutureTrustValuesYour business
-
Talent Wins Games, But Teamwork And Intelligence Win Championships
Expert: Yasmina Siadatan, Sales & Marketing Director. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
Business developmentCultureEmployeeEmployee engagementEmployee Value PropositionFinancial AdvisoryGrowthHumanHybridHybrid WorkingleadershipMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingRetentionSuccessTalentTeamTech futuresTechnologyThe FutureTrainingValuesWinning AdvisersYour business
-
Navigating The Challenges With Data And AI Within UK Financial Services.
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business
-
Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business
-
Talent Wins Games, But Teamwork And Intelligence Win Championships, Said Basketball Legend Michael Jordan, Who Should Know.
Expert: Alan Williams, ServiceBrand, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
active managementBankBehavioursBrandBusiness developmentBusiness ModelCultureEmployeeEmployee engagementEmployee Value PropositionleadershipManagementManagement InformationPeoplePerformanceretailRetail Financial ServicesSuccessTalentTeamValuesYour business
-
THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
-
RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
-
Attracting and retaining talent to meet your goals: structuring your approach for growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
CultureEmployeeEmployee engagementEmployees (type of)EmploymentRecruitmentRetentionWealth Management and Private Banking
-
ELITE PERFORMANCE: A PSYCHO-PHYSICAL APPROACH
To support employees towards elite performance, corporations now need to explore the untapped area of psycho-physical wellbeing as a key contributor.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
CultureRecruitmentRetentionTrainingWealth Management and Private Banking
-
EFFICIENCY, SCALABILITY AND GROWTH – MAKING YOUR BUSINESS AMBITIONS COME TRUE
Middle and back-office processes need to be standardised across business lines in order to achieve the efficiency needed to drive asset growth. Clear management vision is essential within any large-scale change management process in order to meet growth targets while people considerations must not be overlooked.
15 July 2018A Meeting of Minds Wealth Management & Private Banking - June 2018
Back OfficeBehavioursBrandCultureEngagementFront OfficeHNWIOnboardingOutsourcingTrainingWealth Management and Private Banking