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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The future of work and culture. Building collaborative relationships in a hybrid landscape
Expert: Sanna Jordannson Facilitator: Svenja Keller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
CultureFinancial AdvisoryHybridRelationshipsTechnologyTraining
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Future Proofing. How to innovate and adapt in a time of rapid change
Expert: William Rouse, Wealth Dynamix. Facilitator: Alison Ebbage
14 June 2022WealthTech Matters The Adviser - June 2022
CultureFintechFuture proofingInnovationLegacy SystemsMindful ofTech futuresTechnologyWealth management
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Talent Wins Games, But Teamwork And Intelligence Win Championships
Expert: Yasmina Siadatan, Sales & Marketing Director. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
Business developmentCultureEmployeeEmployee engagementEmployee Value PropositionFinancial AdvisoryGrowthHumanHybridHybrid WorkingleadershipMeeting of MindsPeoplePerformanceRecruitmentRelationshipsremote workingRetentionSuccessTalentTeamTech futuresTechnologyThe FutureTrainingValuesWinning AdvisersYour business
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Navigating The Challenges With Data And AI Within UK Financial Services.
Expert: Catherine Parry, DeepView, Facilitator: Sarah Collinson, AllClear Insurance Services
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
Business developmentCorporate GovernanceCultureDataDigital platformEmployeesFCAGDPRgovernanceMeeting of MindsOrganisationremote workingRetail Financial ServicesRiskSecuritySocial MediaTechnologyTrainingTrustYour business
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THE POST-PANDEMIC ADVISER: FROM YOUR CULTURE TO YOUR CLIENTS AND EVERYTHING IN BETWEEN…
Expert: Vincent Tiseo, MD, Business Strategy, Strategic Advisory Solutions, GSAM and Facilitator: John Chapman, Orion Consultancy
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAdvisorsBusiness ModelClientCOVIDCultureDigitalisationEmployeeEmployee engagementFinancial AdvisoryHybridleadershipremote workingTechnologyYour business
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RECRUIT, TRAIN, KEEP
Experts: Rachel Collins, Director, Financial Services, People Advisory Services, EY and Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Business ModelClientCommunicationCOVIDCulturediversityEmployeeEmployee engagementEmploymentHybridleadershipPrivate BankingRecruitmentremote workingRetentionTechnologyTrainingWealth Management and Private BankingYour business
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IF IT AIN’T BROKE, IT CAN PROBABLY STILL BE FIXED. INNOVATION IN WEALTH: IS IT MORE IMPORTANT TO EMBRACE NEW TECHNOLOGIES OR IMPROVE EXISTING PROCESSE
Technology is clearly opening up vast opportunities for wealth managers and private banks globally, helping to drive economies of scale, business efficiencies and honing the client experience. However the success of all of this is still dependent on a critical factor – the people both within the firm, and those of the technology provider, and the role they play, successful or otherwise, in using to technology to innovate and grow the business. The technology alone cannot achieve end goals without the right people to support its use.
A Meeting of Minds Wealth Management & Private Banking - June 2018
CultureDigitalEmployeeTechnologyWealth Management and Private Banking