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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THE CHANGING LANDSCAPE OF PENSION ADVICE
Expert: Andrew Tully, Technical Director and Paul Speight, Head of Key Account Development, Canada Life. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
AdviceFinancial AdvisoryPensions freedomsYour business
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Having confidence in achieving your goals and best practice running a centralised investment proposition
Expert: William Marshall: Partner and Head of Wealth Investment and Jon Roberts, Head of Compliance Delivery, threesixty services, Facilitator: John Chapman, Orion Consultancy
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdviceAdvisory investment servicesBusiness developmentBusiness ModelCentralised investment propositionsClientcostFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserOnboardingRegulatorsWinning AdvisersYour business
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
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Connecting and influencing - What can we learn from the USA?
Connecting and influencing - What can we learn from the USA?
A Meeting of Minds - Advisory Distributors - 26 November 2020
AdviceClientCommunicationCOVIDEngagementESGFamilyFinancial AdvisoryIntergenerationalOpen BankingYour business