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.
-
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
-
Competitive Streak - Turning Consumer Duty into Opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
-
Now or never: How technology is shaping the future of financial advice
Expert: Akos Szalay Head of Product- Wealth Portal Dorsum Ltd Facilitator: Brod Whiting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceDataFinancial AdvisoryPortalTechnologyWealth management
-
Price is what you pay, value is what you get. Can the consumer duty help?
Expert: Blair Anderson, Dimensional Fund Advisors Facilitator: Martyn Laverick
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceBusiness ModelConsumer DutyDataFinancial AdvisoryHybrid