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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Competitive Streak - Turning consumer duty into opportunities Winning Advisers South
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClientCommunicationConsumer DutyFinancial AdvisoryPortfolios
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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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Navigating an interest rate and inflationary environment with economic franchises
Expert: Bertrand Cliquet, Lazard. Facilitator: Don Wild, Wild Ochre Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCIPClientFinancial adviserFinancial AdvisoryIndependent Financial AdviserInflationInvestmentsPortfolios
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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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Having confidence in achieving your goals and best practice running a centralised investment proposition
Expert: William Marshall: Partner and Head of Wealth Investment and Jon Roberts, Head of Compliance Delivery, threesixty services, Facilitator: John Chapman, Orion Consultancy
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdviceAdvisory investment servicesBusiness developmentBusiness ModelCentralised investment propositionsClientcostFinancial adviserFinancial AdvisoryFinancial servicesIndependent Financial AdviserOnboardingRegulatorsWinning AdvisersYour business
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business
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The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
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CLIENT EXPERIENCE VS COST REDUCTION VS REVENUE GROWTH: A BATTLE FOR BUDGET
Client experience Vs cost reduction Vs revenue growth - A battle for budget
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
AdviceClientContentcostDigitalDigital platformFinancial AdvisoryTechnology
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MULTI-ASSET APPROACHES TO RISK
Multi-asset approaches to risk
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
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WHAT WAS ESG? WHAT IS ESG NOW? AND WHERE IS ESG GOING? EVERYONE’S OPINION IS THE RIGHT ONE, BUT WHERE DO YOU GO FROM HERE?
What was ESG? What is ESG now? And where is ESG going?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
ClientEngagementEnvironmentalESGExperienceFinancial AdvisoryInvestmentsTechnology