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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Confident conversations. Incorporating ESG into the advice journey
Expert: Liam Setna Investment Director, Quilter Facilitator: Roderic Rennison, Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
ESGFCAFinancial AdvisoryGreenwashingPortfolios
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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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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business