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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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceClient ExperienceDataFinancial AdvisoryproductivityTechnology
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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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AI based planning, the emperor's new clothes or the real deal?
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIClient ExperienceDataEngagementFinancial AdvisoryIntergenerationalTechnology
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Tech support. From powering advice and operational activities to innovating
Expert: Alex Twiss, Connor Broadley Facilitator: Anita Juneja, SEI
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Client ExperienceDataFinancial AdvisoryIntegrationTechnologyTransformation