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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Buying, selling, building or retiring – you need a plan!
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBack OfficeBehavioursCultureFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTraining
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Buying, selling, building or retiring – you need a plan! October 2018
It is likely that you are all so busy coping with the day to day that your next step is little more than a pipe dream. So maybe this is a good time to sit back and think about writing that Plan. This is really a game of two halves! There is the conversation around buying and building and then the conversation around selling and retiring.
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Client care and communicating risk – a confusion conundrum!
Advisers need to take a holistic approach to client engagement and communication to strengthen the client’s understanding of risk and capacity for loss and to ensure optimum customer care and customer loyalty.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursCorporate GovernanceFinancial AdvisoryJourneyReputationalRisk
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Client data – ensuring it makes a difference
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBehavioursData ScienceDigitalEngagementExperienceFinancial AdvisoryJourneyManagement Information
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Companies with a highly engaged workforce are more profitable
What sort of people are you looking to hire and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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Companies with a highly engaged workforce are more profitable...
... so what sort of people are you looking to hire these days and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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DB transfers in 2020
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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DB transfers: A 2020 view
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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Dealing with clients in later life
Financial adviserFinancial AdvisoryFinancial servicesLater lifeLPAVulnerable clientWills
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GDPR – let’s do the detail!
Now GDPR is here, it is essential to ensure you fully understand the legal and policy criteria and ensure that your business, IT and marketing processes are fully compliant.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Big DataCorporate GovernanceData ScienceEUFinancial AdvisoryGDPRSecurity
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Here we go again! The FCA is consulting on new measures to stop consumers losing on pension income when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
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Here we go again. The FCA is consulting on new measures to stop consumers losing on pension incomes when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
