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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Freedom in a Framework. The foundation for the inorganic and organic growth
Facilitator: John Chapman Expert: Nick Blake
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientCultureFinancial AdvisoryGrowthOrganic GrowthRecruitmentvalue
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Build, buy or partner what strategy is winning? What impact is M&A having on innovation?
Expert: John Chapman. Facilitator: Adam Jones, Redington
11 November 2021WealthTech Matters - The Business 11 November 2021
AcquisitionClient Data ManagementGrowthMergerMindful ofOrganic GrowthproductivityTechnology
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It’s all about growth (Session 2)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAcquisitionFinancial adviserFinancial AdvisoryFinancial servicesGrowthIndependent Financial AdviserOrganic GrowthYour clients
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It’s all about growth (Sessions 1 and 3)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAcquisitionFinancial AdvisoryGrowthIndependent Financial AdviserOrganic Growth