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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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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GIVE ‘EM ENOUGH RISK… WHILE THE CLASH OFFERED US “GIVE ‘EM ENOUGH ROPE”, THIS SESSION WILL ASK WHETHER WE ARE OFFERING CLIENTS ENOUGH RISK
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryPensionRetirement