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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Looking Ahead - The evolution of financial planning – session 1
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceBusiness ModelFinancial AdvisoryIntergenerationalTechnologyTraining
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Looking Ahead - The evolution of financial planning – session 2
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ClientFinancial AdvisoryOrganic GrowthRegulationRetentionTechnology
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Onboarding Solutions - And their peculiar place in wealth management
Expert: Balint Fischer, Chief Business Development Director, Dorsum Ltd Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AssetClientcostFinancial AdvisoryIntegrated systemsTechnology
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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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Wealth Curve – Managing the new risks, rules and requirements
Expert: Jessica Reed, Partner, Financial Services, Farrer & Co Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceConsumerFCAFinancial AdvisoryFinancial EducationTechnology
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Clients of the Future. How to be more perceptive and receptive
Expert: Marie-Laure Humbert, Goldman Sachs Asset Management Facilitator: John Chapman: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
ClientFemale clientsFinancial AdvisoryIndependent Financial AdviserTechnologyWealth management
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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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Making businesses more efficient: The critical factors for advisers in the selection, management, and integration of technology
Facilitator: Helen Clark Expert: Andrew Smith and Damian Smyth
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyDataFinancial AdvisoryIntegrated systemsInvestment PlatformTechnologyTechnology strategy
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Now or never: How technology is shaping the future of financial advice
Expert: Akos Szalay Head of Product- Wealth Portal Dorsum Ltd Facilitator: Brod Whiting
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceDataFinancial AdvisoryPortalTechnologyWealth management
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Seizing the Opportunity for Growth: to buy or to build (Inorganic vs Organic growth)?
Expert: John Chapman: Catalyst Partners Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial AdvisoryIndependent Financial AdviserM&AMarket TrendsOrganic GrowthTechnology
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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