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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Productivity Push - Why the Devil is in the Data
Expert: Paul McAnulty Director of Data Solutions, Nucleus Facilitator: Brod Whiting, Director, JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Big DataClientCRMFinancial AdvisoryIntegrated systemsInvestment Platform
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Making businesses more efficient: The critical factors for advisers in the selection, management, and integration of technology
Facilitator: Helen Clark Expert: Andrew Smith and Damian Smyth
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyDataFinancial AdvisoryIntegrated systemsInvestment PlatformTechnologyTechnology strategy
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Clean Slate. How to move forward with tech adoption by looking more laterally
Expert: Andrew Back Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Business ModelConsumer DutyFinancial AdvisoryInvestment PlatformProfitabilityTechnology
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Let’s have a look at the next generation investment platforms.
What do we think the end-to-end experience is going to look like?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryFinancial servicesIndependent Financial AdviserInvestment PlatformInvestments
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Conversions and platform transfers ……is your business aware and ready for next year?
Conversions and platform transfers ……is your business aware and ready for next year?
A Meeting of Minds - Advisory Distributors - 26 November 2020
Financial AdvisoryInvestment PlatformRegulationRiskvalueWealth Transfer