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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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Client care and communicating risk – a confusion conundrum!
Advisers need to take a holistic approach to client engagement and communication to strengthen the client’s understanding of risk and capacity for loss and to ensure optimum customer care and customer loyalty.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursCorporate GovernanceFinancial AdvisoryJourneyReputationalRisk
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Client data – ensuring it makes a difference
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBehavioursData ScienceDigitalEngagementExperienceFinancial AdvisoryJourneyManagement Information
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How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursDigitalExperienceFinancial AdvisoryFintechJourney
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Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media