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 Stars - Attracting and retaining the advisers of tomorrow
Expert and Facilitator: Emma Napier, Consulting Director, NextWealth
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AttractingFinancial AdvisoryRelationshipsRetentionTalentTraining
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Hiring and Keeping the Best - Strategies for talent retention and acquisition
Expert: Mariann Meszaros and Renata Stein - Dorsum Facilitator: Mark Somers
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
COVIDDevelopmentEmploymentRetentionTalentWealth Management and Private Banking
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Talent Wins Games, But Teamwork And Intelligence Win Championships
Expert: Yasmina Siadatan, Sales & Marketing Director. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
Business developmentCultureEmployeeEmployee engagementEmployee Value PropositionFinancial AdvisoryGrowthHumanHybridHybrid WorkingleadershipMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingRetentionSuccessTalentTeamTech futuresTechnologyThe FutureTrainingValuesWinning AdvisersYour business