Our exploration into the realm of mortgages dates back to 2008 at Owen James Events. The financial crisis at the time prompted us to reconsider our focus, as ongoing upheavals seemed to persist. At the heart of this transformative landscape lies the Mortgage Meeting of Minds, a gathering that unites delegate firms from major Independent Mortgage Brokers, including online platforms, mortgage networks, and mortgage clubs, along with the leadership teams of banks and building societies actively engaged in client-facing roles.
Their common denominator is the focus on navigating the evolving landscape of mortgage financing, exploring innovative solutions, and fostering collaborative strategies to address challenges in the industry.
The agenda involves thorough discussions on the latest market developments, approaches to enhance portfolio performance, successful risk management strategies, and the pursuit of innovative opportunities within the dynamic landscape of mortgage financing.
If you would like to get involved please do call Clare Frost on + 44 (0)1483 862695
or email clarefrost@owenjamesgroup.com
Or request an invitation below:
Event Invitation Request
Events
- 23 May 2024
Royal College of Physicians
11 St Andrews Pl, London NW1 4LE
This event brings together Paraplanners, Analysts and Technical support who work with advisers from the top 200 UK IFAs.
A Meeting of Minds Wealth Management and Private Banking - June 2024
13 Jun 2024The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
A Meeting of Minds Wealth Management and Private Banking - June 2024
13 Jun 2024The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
Findings from Mortgage Meeting of Minds
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
Party Lines – The pros and cons of outsourcing investments
Expert: James Lewis, UK Chief Investment Officer, Mercer Global Investments Facilitator: Don Wild, Wild Ochre Consulting
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Financial AdvisoryAdvisory DistributorsAssetInvestmentsOutsourcingResearchvalue
Health Check - Annuities are for life, not just for Christmas
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
Financial AdvisoryAdvisory DistributorsAnnuitiesAssetClientDrawdownRetirement
Latest from Mortgage Meeting of Minds
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
I would strongly recommend to any proactive paraplanner who wants to really get ahead.
