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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Future of Work - The Organisational Changes Shaping Modern Workplaces
Expert: Vincent Tiseo, Global Head of Business Strategy, Strategic Advisory Solutions, Goldman Sachs Asset Management Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
COVIDCultureFinancial AdvisoryHybrid WorkingOrganisationThe Future
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Cultural Life - A New Lease of Life...But Only Tuesdays, Wednesdays, and Thursdays
Expert: Helena Territt Facilitator: Don Wild
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
COVIDCultureEmployeesFinancial AdvisoryFlexibilityremote working
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People Pleasing. Creating a successful and inclusive culture in a post pandemic world
Facilitator: Ben Wright Expert: Barry Waring
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
COVIDCultureEmployeesFinancial AdvisoryFlexibilityHybrid WorkingPeopleYour business
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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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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business