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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Age of AI - The potential for driving business productivity
Expert: Alan Smith, CEO, Capital Asset Management Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceAIFinancial AdvisoryHumanproductivityTraining
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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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Looking Ahead - The evolution of financial planning – session 1
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceBusiness ModelFinancial AdvisoryIntergenerationalTechnologyTraining
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Delicate Balance – Could the pursuit of efficiency dilute the depth of engagement?
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Sionic
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
Consumer DutyDigital platformEngagementFinancial AdvisoryTechnologyTraining
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The future of work and culture. Building collaborative relationships in a hybrid landscape
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CultureFinancial AdvisoryHybridRelationshipsTechnologyTraining
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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
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Preparing for growth - What can we learn from global high growth...
Preparing for growth: what can we learn from global high growth advisory firms?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Business ModelFinancial AdvisoryRemunerationTraining
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Achieving your expected growth rate. Identifying the business activities which yield results
Leveraging data from two major studies commissioned by Dimensional in 2017, participants will take part in focused discussions covering the actions that global advisory firms are taking to achieve their expected revenue growth now and in the future. Drawing on the study results of 1,300 global advisory firms, and 19,000 advisory firm clients, the discussion will cover business development and the marketing practices that firms report they undertake, and which of these activities yields results.
A Meeting of Minds Advisory Distributors - June 2018
Data ScienceDigitalEngagementFinancial AdvisoryJourneyManagement InformationRecruitmentRetentionTraining
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AI - is it you or the algorithm?
Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursBrandDigitalEngagementExperienceFinancial AdvisoryOutsourcingSegementationTrainingTrends
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Buying, selling, building or retiring – you need a plan!
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 IntelligenceBack OfficeBehavioursCultureFinancial AdvisoryFront OfficeRecruitmentRemunerationRetentionTraining
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Open Banking – the opportunity for advice firms
With the arrival of Open Banking, It is essential that Advisers understand the benefits and can overcome client concerns on data security to capitalise on this opportunity.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Corporate GovernanceData ScienceExperienceFinancial AdvisoryReputationalRiskSecurityTraining
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Preparing for growth: What can we learn from global high growth advisory firms?
The Advisor Benchmark study aims to understand global best practices in financial advice around the world, to help firms deliver better services and outcomes for clients. Leveraging data from the 2018 Benchmark study of over 1,300 advisory firms, this session discussed findings that relate to the characteristics of higher growth firms, relative to their lower growth peers.
A Meeting of Minds Winning Advisers - October 2018
AdviceAdvisory investment servicesCultureExperienceFinancial AdvisoryManagement InformationRetentionRiskTrainingTrends