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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Financial Wellness. Good advice, positive behaviours or both?
Experts: Carolyn Weir, Fidelity Adviser Services and Alina Burlacu, AB Personal Performance Coaching Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
EngagementFinancial AdvisoryFinancial servicesGoals-based planningManagementRelationships
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Future of Advice - Beneath and Beyond
Future of Advice - Beneath and Beyond
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
ClientCOVIDCustomerFinancial AdvisoryFinancial servicesTechnology
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Attracting and retaining talent to meet your goals: Structuring your approach for growth
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Financial AdvisoryFinancial servicesParaplanningRumuneration
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Delivering a seamless investment journey
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AutomationFinancial servicesOpen BankingTechnology
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Investment Products of the Future - What can be expected?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceBusiness developmentclimate changeFinancial AdvisoryFinancial servicesRegulation
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The Evolution of Multi-Asset
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Decumulation marketFinancial AdvisoryFinancial servicesRegulation
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The Future of Advice: How Automation is changing what we do
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Advisory investment servicesClientDigital platformDigitalisationFinancial AdvisoryFinancial services
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Trust and reputation. Hard won easily lost.
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
ClientCommunicationExperienceFinancial AdvisoryFinancial servicesInterest
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Working with Solicitors in 2019
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Due DiligenceFinancial AdvisoryFinancial servicesLaw in financial servicesLegal advice
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Are you ready for the senior managers regime?
13 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Business developmentFinancial AdvisoryFinancial servicesInnovationRegulation