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.
-
A look at impact investing. Modern philanthropy made simple.
2 in 3 people agree that they have a responsibility to make the world better, want their investments to make a difference, and think financial institutions should avoid investing in companies that harm people or the planet.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserPhilanthropySocial Impact InvestingWinning Advisers
-
Building business models that will thrive in a post-MiFID II world. (All 3 sessions)
We all know the need for advice is growing but advisers are struggling to deal with the volume
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserMIFIDII
-
Changing market trends and how this impacts advice.
With falling numbers of investment advisers and the average age of those who are active, what does the future hold for the advice landscape?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAdviceFinancial adviserFinancial AdvisoryIndependent Financial AdviserMarket Trends
-
Insights from the clients of advisory firms: what do they value, and how can referrals be better utilised to attract more of them?
There is now a considerable difference between a professional services relationship which a lot of firms offer compared to the traditional financial services business
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersClientFinancial AdvisoryFinancial servicesIndependent Financial AdviserWinning Advisers
-
It’s a family affair – how can advisers close the wealth transfer generation gap?
Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserWealth TransferWealth Transfer Generation GapWinning Advisers
-
It’s all about growth (Session 2)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAcquisitionFinancial adviserFinancial AdvisoryFinancial servicesGrowthIndependent Financial AdviserOrganic GrowthYour clients
-
It’s all about growth (Sessions 1 and 3)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersAcquisitionFinancial AdvisoryGrowthIndependent Financial AdviserOrganic Growth
-
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
-
Walking the tightrope of demonstrating value while maximising profitability – session 1
ADVISER FIRM REVENUES ARE GROWING - IS THERE A THREAT TO THIS?
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersDemonstrating ValueFinancial AdvisoryIndependent Financial AdviserProfitability
-
Walking the tightrope of demonstrating value while maximizing profits – Session 2
Never been a better time to be an advisory firm
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersDemonstrating ValueFinancial AdvisoryIndependent Financial AdviserProfitabilityWinning Advisers
-
Walking the tightrope of demonstrating value while maximizing profits – Session 3
For the last 10 years, adviser fees have gone up across the board
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersDemonstrating ValueFinancial AdvisoryIndependent Financial AdviserProfitabilityWinning Advisers
-
Where next for retirement planning? (Sessions 2 and 3)
The two meetings addressed Thucydides’ question “The secret to happiness is freedom, isn’t it”
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserRetirementRetirement Planning