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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Clients of the Future. How to be more perceptive and receptive
Expert: Marie-Laure Humbert, Goldman Sachs Asset Management Facilitator: John Chapman: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
ClientFemale clientsFinancial AdvisoryIndependent Financial AdviserTechnologyWealth management
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Seizing the Opportunity for Growth: to buy or to build (Inorganic vs Organic growth)?
Expert: John Chapman: Catalyst Partners Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial AdvisoryIndependent Financial AdviserM&AMarket TrendsOrganic GrowthTechnology
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Make It Personal. Adopting goal-based planning to service your clients
Expert: Rob Harradine, Ammonite
14 June 2022WealthTech Matters The Adviser - June 2022
ClientClient ExperienceGoals-based planningIndependent Financial AdviserMindful ofTechnologyThe Futurevalue
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Big tech. How and where it can add value back into the sector
Expert: Andrew Back, Multrees. Moderator: Ben Wright
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCentralised investment propositionsClientClient ExperienceFinancial adviserFinancial AdvisoryIndependent Financial AdviserRegulatorsTechnology