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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Cultural Life - A New Lease of Life...But Only Tuesdays, Wednesdays, and Thursdays
Expert: Helena Territt Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
COVIDCultureEmployeesFinancial AdvisoryFlexibilityremote working
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Big impact. How will the Consumer Duty affect advisers’ value propositions?
Expert: Blair Anderson, Dimensional Facilitator: Richard Clarke
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CompetitionConsumer DutyFinancial AdvisoryFinancial servicesFlexibilityRelationships
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People Pleasing. Creating a successful and inclusive culture in a post pandemic world
Facilitator: Ben Wright Expert: Barry Waring
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
COVIDCultureEmployeesFinancial AdvisoryFlexibilityHybrid WorkingPeopleYour business
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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
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Centralised investment propositions – the growing need for a tailored strategy
Centralised investment propositions – the growing need for a tailored strategy
A Meeting of Minds - Advisory Distributors - 26 November 2020
Centralised investment propositionsDiscretionaryFinancial AdvisoryFlexibilityInvestmentsPropositionRetirement