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 launched 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 John Hall on 01483 861334 or email johnhall@owenjamesgroup.com.
Events
- 5 Oct 2023
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
A Meeting of Minds Winning Advisers South - October 2023
5 Oct 2023Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
A Meeting of Minds Advisory Distributors - November 2023
23 Nov 2023The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
Findings from Financial Advisory
Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022
Financial AdvisoryAdvisory DistributorsCash flowEngagementFCAFintechYour clients
Doing Your Duty - Are Advisers now at Risk of an Identity Crisis?
Expert: William Marshall, Hymans Robertson Investment Services Facilitator: Paul Miles, Silverback Consultancy
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Financial AdvisoryAdvisory DistributorsConsumer DutydistributionFCARegulationStructure
Future Fit - the Trends in Product Innovation
Expert: Chris Skinner Facilitator: Ben MacGregor
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Financial AdvisoryAdvisory DistributorsDevelopmentInnovationInvestmentsLegacy Products
Latest from Financial Advisory
2. PLUGGING INTO THE MILLENNIAL OPPORTUNITY - HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
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.
12 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
1. PLUGGING INTO THE MILLENNIAL OPPORTUNITY – HOW CAN WE GET THEM MORE ENGAGED IN FINANCIAL SERVICES?
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.
11 January 2018A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - April 2018
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
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
Financial AdvisoryWealth Management and Private BankingInterviewNews
Launching oneMind - our new digital solutions platform
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
Financial AdvisoryRetail Financial ServicesWealth Management and Private Banking
Building a Culture of EveryDay Innovation – what are you waiting for?
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
Financial AdvisoryRetail Financial ServicesWealth Management and Private BankingPiece of Mind
The best day at this type of event I've been to in years
