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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World Class - How the Highest Performing CEOs set their Firms up for Success
Expert: Bryce Skaff, Co-Head of the Global Client Group (GCG) & Vice President, Dimensional Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AdvisorsFinancial AdvisoryM&AOrganic GrowthPerformancePrivate Market
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdvisorsClient ExperienceFinancial AdvisoryproductivityRelationshipsTechnology
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Adapting to the changes in later life advice and retirement incomes
Facilitator: Richard Parkin, Founder, Richard Parkin Consulting Experts: Kevan Ramanauckis, Pensions Technical Specialist and Paul Speight, Head of Key Account Development, Canada Life
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientEquity releaseFinancial AdvisoryInflationLater lifeRetirementRetirement Planning
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Freedom in a Framework. The foundation for the inorganic and organic growth
Facilitator: John Chapman Expert: Nick Blake
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientCultureFinancial AdvisoryGrowthOrganic GrowthRecruitmentvalue
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Future Proofing. How to make tomorrow better than today
Expert: Jess Foulds, Global Responsible Investment Senior Manager Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Advisorsclimate changeESGFinancial AdvisoryRegulationRisksustainable
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Tried & Tested. The pioneering idea that's 30 years new
Facilitator: Ben Wright Expert: Rob Ciro
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsFCAFinancial AdvisoryGoals-based planningInvestmentsUKUS
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AS PART OF YOUR EMPLOYEE RETENTION STRATEGY, YOU NEED YOUR TECH TO BE GOOD
Expert: Eric Tyree, Head of Research & Artificial Intelligence, Blueprism and Facilitator: Gilly Green, Sionic
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdvisorsAIAutomationClientCOVIDculturalCustomerDigitalisationEmployeeFinancial AdvisoryInnovationJourneyOpen BankingRetentionTechTechnology
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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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ESG- The momentum is there - now we need some standardised metrics to measure performance
ESG- The momentum is there - now we need some standardised metrics to measure performance
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AdvisorsESGFinancial Advisorysustainable