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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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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In Full View - How to improve the client experience for competitive advantage
Expert: Rowan Jackson, Promising Outcomes Facilitator: Gilly Green, FoxRed Insight
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClient ExperienceCompetitionDataFinancial AdvisoryTrust
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Data Management. How data can empower your client experience
Expert: Barry Neilson Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client Data ManagementClient ExperienceDataDigitalFinancial AdvisoryTechnology
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On thin ice. How to slide from greenwashing to green lighting
Expert: Phoebe Stone, Head of Sustainable Investing, LGT Facilitator: Roderic Rennison: Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceFinancial AdvisoryGreenwashingInvestmentsNet ZeroResearch
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Succession planning. How to build value in your business
Expert: John Chapman Facilitator: Lucy Grier, Benchmark Capital
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceCultureFinancial AdvisoryGoals-based planningIndependent Financial Adviser
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Big tech. How and where it can add value back into the sector
Expert: Andrew Back, Multrees. Moderator: Ben Wright
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCentralised investment propositionsClientClient ExperienceFinancial adviserFinancial AdvisoryIndependent Financial AdviserRegulatorsTechnology
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Clearly Signposted, how to integrate ESG into the advice journey
Expert: Andy Miller, Investment Specialist, Quilter Platform. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceESGFinancial AdvisoryGreen InvestingInvestmentsRegulatorssustainable
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Finding your edge to grow in this game you need strategy and a mindset to match
Expert: Barry Neilson, Novia. Facilitator: Martyn Laverick
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
Business developmentClient Data ManagementClient ExperienceFinance StrategyFinancial adviserFinancial AdvisoryIndependent Financial AdviserTech
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Onwards and upwards. Planning for a successful retirement in challenging times
Expert: David Lane, Partner, and Business Development Technical Director, LGT Wealth LLP. Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
CIPClient ExperienceCRPFCAFinancial AdvisoryInvestmentsPensionPension adviceRegulationRegulatorsRetirement
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The Long Game. It's not about the result, it's about the process when it comes to ESG
Expert: Jennifer Moynihan, portfolio specialist, NinetyOne. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceDiversificationESGFinancial adviserFinancial AdvisoryInvestmentsPerformanceRegulation
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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 AND WHY HAS CASH BECOME AN INTEGRAL PART OF THE HOLISTIC FINANCIAL PLANNING PROCESS?
How and why has cash become an integral part of the holistic financial planning process?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Advisory investment servicesAPIClient ExperienceFinancial AdvisoryHumanInterestInvestmentsRetirement Planning