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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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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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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Behavioural finance- at look at investor decision making suitability and planning under stress
Behavioural finance- at look at investor decision making suitability and planning under stress
A Meeting of Minds - Winning Advisers North - 8 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Behavioural Finance- at look at investor decision making suitability and planning under stress (s)
A Meeting of Minds - Winning Advisers South - 15 October 2020
BehavioursClient ExperienceCOVIDFinancial adviserFinancial AdvisoryHumanJourneyRiskTrendsYour clients
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Client care and communicating risk – a confusion conundrum!
Advisers need to take a holistic approach to client engagement and communication to strengthen the client’s understanding of risk and capacity for loss and to ensure optimum customer care and customer loyalty.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
BehavioursCorporate GovernanceFinancial AdvisoryJourneyReputationalRisk
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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, rather than just being a peripheral concern, and how is the cash world likely to evolve in the future.
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceCash flowClientFinancial AdvisoryInvestmentsRisksavings
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How do you set your fee when so much of what you offer your clients is intangible?
As you seek to build a sustainable business for the future, you have to calculate how your advice charges should be structured, justify your fees and ensure the service being charged for is being delivered.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Back OfficeBehavioursData ScienceExperienceFinancial AdvisoryRiskSegementation
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Managing risk in a very challenging economic environment
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers North - 8 October 2020
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Managing risk in a very challenging economic environment (s)
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers South - 15 October 2020
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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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Powering Your Business – placing the adviser at the heart of the value chain
It shouldn’t come as a surprise that most of our delegates (71% in fact) use an in-house CIP approach for their investment portfolios; followed by 38% using a third party CIP approach, but maybe it is time to have a good look at all the options out there.
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesArtificial IntelligenceData ScienceEngagementExperienceFinancial AdvisoryManagement InformationRiskTrends
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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