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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Looking Ahead – Harnessing the power of data to drive personalised investor recommendations
Expert: Christine Ciriani, CEO, InvestCloud Facilitator: Michael Lawrence, Principal Consultant, Bovil
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
ClientCommunicationDataIntegrationTrainingWealth Management and Private Banking
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Leveraging the tech to communicate with your clients
Expert and facilitator: Mike Johnstone, Director, TOMD (The Outsourced Marketing Department Limited)
17 October 2023New for 2023! Retirement Matters - October 2023
AIClientCommunicationDataRetirementTechnology
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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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Digital financial communication, planning & shopping. Combining the entire adviser experience on a single integrated platform
Expert: Mark Trousdale, InvestCloud. Facilitator: Paul Miles, Silverback Consulting
11 November 2021WealthTech Matters - The Business 11 November 2021
ClientCommunicationDataDigitalExperienceMindful ofPlatform providersYour business
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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
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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
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The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
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What’s Trust Got To Do With It?
Expert: Chris Ansara, ALT/AVE, Facilitator: John Chapman, Orion Consultancy
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
ClientClient ExperienceCommunicationCustomerCyber CrimeDigital platformDigital SolutionsDigitalisationLegacy ProductsLegacy SystemsRegulatorsRegulatory IssuesRelationshipsRetail Financial ServicesSecure Digital EnvironmentSecuritySecuritySustainable SolutionsTrustYour clients
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The robots might be coming… but they’d better be ready for a fight!
Expert: Antony Bream, MD UK & Americas, Wealth Dynamix Facilitator: Stephen Wall, The Wealth Mosaic
17 June 2021WealthTech Matters The Adviser 17 June 2021
Artificial IntelligenceBehavioursClientClient Data ManagementClient ExperienceCommunicationCOVIDDataDigitalDigital platformDigitalisationFront OfficeManagement InformationMindful ofMobileroboTechTech futuresTechnology
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
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VULNERABLE CLIENTS…IS THE CURRENT GUIDANCE FROM THE FCA ENOUGH?
Experts: Jessica Reed, Richard McDermott, Charlotte Fraser, Partners from Farrer & Co and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AdviceClientCommunicationcomplianceEngagementFCAJourneyRegulationTrainingVulnerableVulnerable clientWealth Management and Private Banking
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How can wealth managers convert interactions into client engagement to drive real value in the relationship?
How can wealth managers convert interactions into client engagement to drive real value in the relationship?
11 March 2021WealthTech Matters - The Client - 11 March 2021
ClientCommunicationCOVIDDigital platformDigitalisationMindful ofWealth