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 consumer duty into opportunities Winning Advisers South
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClientCommunicationConsumer DutyFinancial AdvisoryPortfolios
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Net zero approaches: Can these be converted into meaningful communications?
Facilitator: Ben MacGregor Expert: Thomas Hohne-Sparborth
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
CommunicationConsumer DutyNet ZeroPortfoliosRegulatory IssuessustainableWealth Management and Private Banking
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business