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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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022
Cash flowEngagementFCAFinancial AdvisoryFintechYour clients
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Growing pains. Barriers to scaling an IFA practice
Expert: John Chapman Facilitator: Duncan McKillop, Fidelius
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Cash flowcomplianceFinancial AdvisoryGrowthIndependent Financial AdviserRecruitment
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The future of retirement investing
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Cash flowFinancial AdvisoryRetirement
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How and why has cash become an integral part of the holistic financial planning process?
How and why has cash become an integral part of the holistic financial planning process, rather than just being a peripheral concern, and how is the cash world likely to evolve in the future.
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceCash flowClientFinancial AdvisoryInvestmentsRisksavings
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Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
A Meeting of Minds - Winning Advisers South - 15 October 2020
Cash flowEngagementFinancial AdvisoryPricingPropositionSegementationTechnologyWealth Transfer Generation Gap