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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Reframe & Reclaim - Winning the ESG Argument
Expert: Richard Butters, Aviva Investors Facilitator: Dan Russell
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsESGFinancial AdvisoryMarketingNet ZeroPortfolios
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Strong Message. Why communication is the biggest strength when it comes to growth
Facilitator: Don Wild, Wild Ochre Consulting Expert: Vincent Tiseo - Global Head, Business Strategy, Goldman Sachs
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
CommunicationDigitalFinancial AdvisoryGrowthMarketingSocial MediaYour clients
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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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The best of both worlds: how real life marketing can take your business forward
B2BB2CContentDigital mediaFinancial adviserFinancial AdvisoryFinancial servicesMarketingSocial Media