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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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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Under One Roof - What does the Future have in Store for Vertical Integration
Expert: Catherine Thirlaway, Alpha Consulting Facilitator: Don Wild, Founder, Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdviceAIConsumer DutyFinancial AdvisoryIndependent Financial AdviserIntegration
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Branching Out. What will the future of advice look like?
Expert: Sonya Keshvara, Alpha Financial Markets Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceAIConsumer DutyFinancial AdvisoryTechnologyThe Future
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Data should be your rocket fuel, why isn't it?
Facilitator: Martyn Laverick Expert: Barry Neilson
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIConsumer DutyDataFinancial AdvisoryPlatform providersRegulationTech