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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Productivity Push – How technology can help advisers add value
Expert: Patrick Jones, Sales Director, Collidr Facilitator: Sharmil Patwa, Opus Una
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIInvestmentsproductivityTechnologyWealthTech Matters
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New Era - Responding to the changing geopolitical and economic tensions
Expert: Joseph Cornwall, Investment Manager, Puma Investments Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChinaFinancial AdvisoryGeopoliticsInflationproductivityTechnology
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Obstacle Course - Overcoming the productivity hurdles in the front and back-office Advisory Distributors June 2024
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Helen Clark, Mint Blue Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AICultureFinancial AdvisoryM&AproductivityTechnology
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Obstacle Course - Overcoming the productivity hurdles in the front and back office
Expert: Caroline Deutsch, Head of UK/EMEA Marketing, SEI Facilitator: Rupert Neville
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
AICultureproductivityTechnologyTrainingWealth Management and Private Banking
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Artificial Promise - The Potential for Growing Your Business Intelligently
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Lappin, Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AIDataFinancial AdvisoryGrowthproductivityTechnology
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Balancing act – unlocking productivity to deliver an improved client experience
Expert: David Hinton, Chief Operating Officer, SEI Facilitator: Gilly Green, Board Advisor and Management Consultant at FoxRed Insight
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceDataproductivityTechnologyWealthTech Matters
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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdvisorsClient ExperienceFinancial AdvisoryproductivityRelationshipsTechnology
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Cutting Loose. How to free yourself from legacy technology and escape the cycle of tech debt
Expert: Agustin Collazo Facilitator: Stephen Wall
10 November 2022WealthTech Matters The Business - November 2022
Legacy SystemsproductivityProfitabilityStrategyTechnologyWealthTech Matters
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Build, buy or partner what strategy is winning? What impact is M&A having on innovation?
Expert: John Chapman. Facilitator: Adam Jones, Redington
11 November 2021WealthTech Matters - The Business 11 November 2021
AcquisitionClient Data ManagementGrowthMergerMindful ofOrganic GrowthproductivityTechnology
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The Changing Adviser Platform Market
Expert: Daniel, Head of Customer, Seccl Technology Facilitator: Philip Biber, Sionic
17 June 2021WealthTech Matters The Adviser 17 June 2021
AdviceArtificial IntelligenceBack OfficeBack OfficeBig DataMindful ofPlatform providersproductivityremote workingresilienceTechnology
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HIRE, TRAIN AND KEEP THE RIGHT PEOPLE
Hire, train and keep the right people
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Back OfficeEmployee engagementEmployees (type of)EmploymentFinancial AdvisoryFlexibilityFront OfficegenderMeeting of MindsParaplanningproductivityTechnology