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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Risky Business - Selling in the time of the Consumer Duty
Expert: John Chapman, Director, Catalyst Partners Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Consumer DutyDataDue DiligenceFinancial AdvisoryM&APricing
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Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology
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Future proofing prices is the new norm
Future proofing prices is the new norm
A Meeting of Minds - Winning Advisers North - 8 October 2020
ClientdistributionFinancial AdvisoryPricingproductivityProfitabilityWinning AdvisersYour business
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Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
A Meeting of Minds - Winning Advisers South - 15 October 2020
Cash flowEngagementFinancial AdvisoryPricingPropositionSegementationTechnologyWealth Transfer Generation Gap
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Who's Really Driving, the Adviser or the Platform?
Expert: Andrew Back, Chief Commercial Office, Facilitator: Paul Miles, Silverback Consultancy
A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientFinancial AdvisoryPricingRegulatory Issues