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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Talent Contest. How to attract and retain the best candidates in today's competitive recruitment market
Expert: Helena Territt, coach, speaker, leadership development. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
BrandEmploymentExperienceFinancial AdvisoryHybrid WorkingLegal adviceOnboardingRecruitment
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AI - is it you or the algorithm?
Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursBrandDigitalEngagementExperienceFinancial AdvisoryOutsourcingSegementationTrainingTrends
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media
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The future of advice in the UK
With increased regulatory demands, new agile technologies, a generational shift in consumer behaviour and an unprecedented transfer of wealth beginning, what does a future advice business look like to become sustainable?
A Meeting of Minds Advisory Distributors - June 2018
AlternativesBrandCultureDigitalEngagementExperienceFinancial AdvisoryJourneyMobileReputationalRiskSocial Media