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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COMPLIANCE NIGHTMARE. HOW TO CREATE MIFID II COMPLIANT EX-ANTE AND EX-POST ILLUSTRATIONS AND REPORTS
A Meeting of Minds Advisory Distributors - 28 November 2019
complianceFinancial AdvisoryMIFIDIIproductivity
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How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
How has Covid impacted your business? What trends and opportunities can we identify from a global peer set?
A Meeting of Minds - Advisory Distributors - 26 November 2020
CommunicationCOVIDDigitalisationEmployee engagementExperienceFinancial AdvisoryGrowthproductivityTechnology
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WALKING THE TIGHTROPE OF INCREASING ADVISER PRODUCTIVITY AND REVENUES WHILST FUTURE PROOFING YOUR BUSINESS
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryproductivityRetirementSegmentation