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.
-
Horizon Scanning. How will digital innovation impact the paraplanner
Expert: Joe Harris, Alpha FMC
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
complianceDigitalFinancial AdvisoryInnovationPrivate Banking
-
Data Management. How data can empower your client experience
Expert: Barry Neilson Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client Data ManagementClient ExperienceDataDigitalFinancial AdvisoryTechnology
-
Strong Message. Why communication is the biggest strength when it comes to growth
Facilitator: Don Wild, Wild Ochre Consulting Expert: Vincent Tiseo - Global Head, Business Strategy, Goldman Sachs
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
CommunicationDigitalFinancial AdvisoryGrowthMarketingSocial MediaYour clients
-
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
-
Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
-
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market uphea
On the basis that you should never "let a good crisis go to waste", the best opportunity to really demonstrate your value is at a time of market upheaval so did you provide value for money? Both the FCA and your clients want to know.
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
Back OfficecostCOVIDDigitalEngagementFinancial AdvisoryTechnology
-
How becoming a digital advisory business can enhance your client experience and deepen your relationship with them as well as support productivity
Robo and Digital are very different things.
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersClient ExperienceDigitalFinancial AdvisoryMeeting of MindsWinning Advisers
-
Achieving your expected growth rate. Identifying the business activities which yield results
Leveraging data from two major studies commissioned by Dimensional in 2017, participants will take part in focused discussions covering the actions that global advisory firms are taking to achieve their expected revenue growth now and in the future. Drawing on the study results of 1,300 global advisory firms, and 19,000 advisory firm clients, the discussion will cover business development and the marketing practices that firms report they undertake, and which of these activities yields results.
A Meeting of Minds Advisory Distributors - June 2018
Data ScienceDigitalEngagementFinancial AdvisoryJourneyManagement InformationRecruitmentRetentionTraining
-
AI - is it you or the algorithm?
Artificial intelligence is making rapid inroads into financial services. We are already seeing algorithms taking over the more basic levels of financial advice and they will increasingly be moving up the food-chain, from specific tasks, such as asset allocation, to fully-fledged turnkey solutions. How should client-facing firms adapt to the new model?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursBrandDigitalEngagementExperienceFinancial AdvisoryOutsourcingSegementationTrainingTrends
-
Client data – ensuring it makes a difference
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
Winning Advisers - The Regional Roadshow - April 2018 - Birmingham
Artificial IntelligenceBehavioursData ScienceDigitalEngagementExperienceFinancial AdvisoryJourneyManagement Information
-
How do you convince your clients to pay more attention? The digital journey
Logging on and checking your money is the adult equivalent of shaking your piggy bank. Your clients are very busy and it is difficult to attract their attention.They might log on and check the state of their portfolio - which is good - but can you deepen the connection whilst they are there?
A Meeting of Minds Advisory Distributors - June 2018
Artificial IntelligenceBehavioursDigitalExperienceFinancial AdvisoryFintechJourney
-
HOW TECHNOLOGY IS GIVING ADVISERS TIME, EFFICIENCY AND GROWING REVENUES
A Meeting of Minds Advisory Distributors - 28 November 2019
DigitalFinancial AdvisoryroboTechnology