Perhaps better known as IFA World! Through our two events: A Meeting of Minds Advisory Distributors and Winning Advisers, we have developed a vital understanding of the issues affecting the engine of financial advice. In April 2018, Owen James are launching Winning Advisers – the Regional Roadshow, with the aim to widen the opportunity for independently spirited financial advisory firms across the country to do better business.
Owen James are thoroughly embedded in IFA world. As you will no doubt agree, the RDR has encouraged this part of the industry to share best practice and understanding of the huge number of changes which have swept through during the last eight years. And if that were not enough, the industry has had to weather this change with one of the most prolonged recessions ever. A Meeting of Minds has, if nothing else, provided the opportunity for a group hug!
However now those storms are abating somewhat, the pressures are coming from the new pensions legislation and all that it entails as well as a surge in client confidence and their shift towards a spot of do it yourself! So as you can imagine the conversations never really dry up!!
If you would like to find out more about these events, do please call Emily Landless on 01483 861 334 or email email@example.com.
- 18 Oct 2018
Pennyhill Park, London Road, Bagshot, Surrey
Winning Advisers are the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole. This session is for those firms based in the southern half of the UK.
- 27 Nov 2018
Lanesborough Hotel, Hyde Park Corner, London
- 14 May 2019
The Royal College of Physicians, London
Findings from FINANCIAL ADVISORY
Latest from FINANCIAL ADVISORY
PLUGGING INTO THE MILLENNIAL OPPORTUNITY - HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES? (2)
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services. This is part 2 of a 3 part article by John Hall, Head of Retail at Owen James Events.
VICE teamed up with OWEN JAMES EVENTS to put together a series of breakfast briefings for Chief Marketing Officers / Directors from across the financial services sector. The objective was to work through the challenges we face winning the hearts and minds of the Millennials and explore whether we can spark some innovative thinking around finding practical, innovative ideas to get Millennials engaged with financial services.
Choosing the right business partners to flourish in today's environment and future proof your business.
Last week we interviewed Pollyanna Harper, Head of iShares UK Intermediary Sales at Blackrock iShares, to hear her views on the industry and the challenges within it.
20 April 2017
Owen James is proud to announce the launch of oneMIND – a digital platform for Wealth Managers and Private Banks to table their biggest challenges, and by tapping into the ‘crowd’ identify the best actionable ideas and solutions.
30 March 2017
Let’s talk about building a culture of EveryDay innovation. It’s one of our favourite topics, not just because I’ve written a book on it but because it really matters. As leaders we have to be thinking about innovation at a cultural level as we seek to evolve our organisations to become next generation businesses. Oh, and just to be clear, getting this right delivers game-changing, business transforming results. And, so why wouldn’t we want to talk about it!
25 October 2016
Out of all the seminars/CPD meetings attended Winning Advisers is the most using in providing ideas to improve out business