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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ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business
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COMPANY ENGAGEMENT – GREENWASHING?
Expert: Sora Utzinger, Head of ESG Research, Aviva Investors and Facilitator Mandy Kirby, City Hive Network
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
ClientEngagementEnvironmentalESGFinancial AdvisorygovernanceGreenwashingvalue
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NAVIGATING A PATH TO NET ZERO - PRACTICAL CONSIDERATIONS FOR MEETING YOUR CLIENT COMMITMENTS
Expert: Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington and Facilitator: Mandy Kirby, City Hive Network
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Clientclimate changeCOP26EngagementEnvironmentalESGgovernanceInvestmentsPrivate BankingRegulationsustainableWealthWealth Management and Private Banking
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WHAT WAS ESG? WHAT IS ESG NOW? AND WHERE IS ESG GOING? EVERYONE’S OPINION IS THE RIGHT ONE, BUT WHERE DO YOU GO FROM HERE?
What was ESG? What is ESG now? And where is ESG going?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
ClientEngagementEnvironmentalESGExperienceFinancial AdvisoryInvestmentsTechnology
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TALKING ABOUT CLIENT ENGAGEMENT… THINKING ABOUT YOUR FUTURE CLIENTS… NOW HERE IS A GOOD IDEA…
The way in which asset managers communicate with clients is evolving due to digitalisation, an increased demand for transparency, and ESG products.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEngagementESGPension
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ESG: THE MOMENTUM IS THERE – WE NOW NEED SOME STANDARDISED METRICS TO MEASURE PERFORMANCE
ESG has become mainstream, and its popularity is only going to grow. Although techniques for assessing asset managers’ ESG performance are becoming increasingly sophisticated, there is no commonly agreed method of applying them.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementClient acquisitionclimate changeEngagementEnvironmentalESGGreenwashingMacro TrendsPropositionRegulationReputationalsustainableTrends
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Connecting and influencing - What can we learn from the USA?
Connecting and influencing - What can we learn from the USA?
A Meeting of Minds - Advisory Distributors - 26 November 2020
AdviceClientCommunicationCOVIDEngagementESGFamilyFinancial AdvisoryIntergenerationalOpen BankingYour business