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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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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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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How do you set your fee when so much of what you offer your clients is intangible?
As you seek to build a sustainable business for the future, you have to calculate how your advice charges should be structured, justify your fees and ensure the service being charged for is being delivered.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursData ScienceExperienceFinancial AdvisoryRiskSegementation
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Open Banking – the opportunity for advice firms
With the arrival of Open Banking, It is essential that Advisers understand the benefits and can overcome client concerns on data security to capitalise on this opportunity.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceData ScienceExperienceFinancial AdvisoryReputationalRiskSecurityTraining
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media
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Senior Managers Regime – doing the right thing and maybe being seen doing the right thing?
With the FCA ‘Senior Managers Regime’ imminent, it business critical that Advisers fully understand the implications on governance and responsibility and are actively reviewing business processes, structures and accountability.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceCultureFinancial AdvisoryManagement InformationSecuritySMCRUK
