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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The Human Touch. Hybrid advice, technology and the role of the adviser
Expert: Chris Shaw, Dundas Consultants. Facilitator: Chris Baigent-Reed
14 June 2022WealthTech Matters The Adviser - June 2022
AdviceClientFinancial adviserHybridMindful ofTechnologyvalue
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THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
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CLIENT EXPERIENCE VS COST REDUCTION VS REVENUE GROWTH: A BATTLE FOR BUDGET
Client experience Vs cost reduction Vs revenue growth - A battle for budget
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
AdviceClientContentcostDigitalDigital platformFinancial AdvisoryTechnology
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The State of the Nation: what is ‘really’ going on in wealth management and advisory firms, and how can technology help increase profitability?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
AdviceAdvisorsBehavioursClientEngagementJourneyTechnologyWealth Management and Private Banking
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Is human service becoming the luxury end of the market?
Millennials & Gen Z don’t need the human touch - it is old-fashioned & unnecessary OR Electronic contact is not enough for anyone especially at times of need
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AdviceAdvisorsClientRetail Financial ServicesTechnology