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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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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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business
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WHAT WAS ESG? WHAT IS ESG NOW? AND WHERE IS ESG GOING? EVERYONE’S OPINION IS THE RIGHT ONE, BUT WHERE DO YOU GO FROM HERE?
What was ESG? What is ESG now? And where is ESG going?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
ClientEngagementEnvironmentalESGExperienceFinancial AdvisoryInvestmentsTechnology
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How sticky are your clients? Cementing client loyalty as well as income.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCustomerExperienceFinancial AdvisoryYour clients
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Trust and reputation. Hard won easily lost.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCommunicationExperienceFinancial AdvisoryFinancial servicesInterest
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Price versus value: the 21st century financial advisory conundrum
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
AdviceBusiness ModelExperienceFinancial Advisory
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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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Client data – ensuring it makes a difference
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBehavioursData ScienceDigitalEngagementExperienceFinancial AdvisoryJourneyManagement Information
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How crucial is it to control all your client’s wealth?
Might it be a better strategy to be your client’s key financial adviser? Increasing the amount of your client’s wealth on which you advise could be seen as an avenue for growth. However the counter argument is that having a smaller share of wealth presents a lower risk to your company and indeed the rest of your clients.
A Meeting of Minds Advisory Distributors - June 2018
ExperienceFinancial AdvisoryJourneyReputationalRisk
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How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursDigitalExperienceFinancial AdvisoryFintechJourney
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How do you set your fee when so much of what you offer your clients is intangible?
As you seek to build a sustainable business for the future, you have to calculate how your advice charges should be structured, justify your fees and ensure the service being charged for is being delivered.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursData ScienceExperienceFinancial AdvisoryRiskSegementation