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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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client ExperienceConsumer DutyCustomerGoals-based planningWealth Management and Private Banking
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Goal Based Planning. A more holistic way to service your clients
Expert: Iwan Schafthuizen (Managing Director Business Development, Ortec Finance) Facilitator: Shelley Doorey Williams (Partner, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Client ExperienceGoals-based planningInvestmentsTechnologyTrainingWealth Management and Private Banking
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Succession planning. How to build value in your business
Expert: John Chapman Facilitator: Lucy Grier, Benchmark Capital
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceCultureFinancial AdvisoryGoals-based planningIndependent Financial Adviser
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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