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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Competitive Streak - Turning the Consumer Duty Into Opportunities
Expert: Tom Hawkins, Charles Stanley Facilitator: Ben Wright, Change Squared
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsClient ExperienceConsumer DutyFCAFinancial AdvisoryResearch
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Strategies for Growth - Should I Stay or Should I Grow Now?
Expert: Lucy Grier, Benchmark Capital Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsConsumer DutyFCAFinancial AdvisoryGrowthIndependent Financial Adviser
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Tried & Tested. The pioneering idea that's 30 years new
Facilitator: Ben Wright Expert: Rob Ciro
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsFCAFinancial AdvisoryGoals-based planningInvestmentsUKUS