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.
-
Personal finance goes digital
A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursBrandData ScienceEngagementExperienceFinancial AdvisoryJourneyManagement InformationSocial Media
-
Talent of the future: from adviser to technical analyst and everything in between
While the advantages of training advisers and TAs from scratch are obvious – particularly when it comes to integrating them into the company culture and moulding their skills, do firms have the time and resources to do so? Or should we just focus on recruitment and head-hunting? With a wave of applications from strong candidates pouring into all types of job openings across various industries, the recruitment criteria and process has inevitably had to change. Increasingly, it is becoming apparent that although skills are absolutely essential to progress, what differentiates the successful from the non-successful candidates is their alignment to the company’s values. To succeed, employees need to translate their skills into motivation driven by purpose and vision. Once firms do hire the right talent, appropriate remuneration and reward policies are in place, the attraction, development and retention of key talent requires on-going focus on the human dynamics.
A Meeting of Minds Winning Advisers - October 2018
AdviceBack OfficeCultureDigitalFinancial AdvisoryRecruitmentRetentionSocial MediaTraining
-
The best of both worlds: how real life marketing can take your business forward
B2BB2CContentDigital mediaFinancial adviserFinancial AdvisoryFinancial servicesMarketingSocial Media