1. The document summarizes key statistics about an audience of investment advisors, including that 91% provide independent advice, 82% use externally sourced products, and 71% have an active investment proposition. 2. It identifies the top concerns keeping these advisors up at night as rising costs/regulation, recruitment challenges, building a profitable business model, technology issues, and a changing market. 3. It provides details on the average fees charged by advisors, with 78% charging a percentage of investments, 70% charging hourly fees of £185 on average, and 39% using fixed fees of around £1,500.

1. 91% - Independent advice
6%
3%
The Audience
Restricted
(limited)Non-advised
& XO
Their Investment Proposition
82% use externally sourced products
71% active
76% advisory business
44% of client accounts managed using Model
Portfolios
57% use a segmented investment proposition
58% of business in pensions (of which 86% is
private)
67% outsource discretionary services
Their Business Model
The average FUM of the audience is £165m
Their Charging Structure
What is keeping these guys up
at night?
1 Regulation rising cost, burden and
complexity along with lack of clarity
2 Recruitment finding talent & reducing the
average age
3 Building a profitable business model
Rising costsVs squeezed fees
4 Technology finding the right solutions
5 A changing market Ageing demographics,
rising competition, & economic uncertainty
“Excellent event,
as always.Well
organised and
relevant to my
business”
Statehouse Private Wealth
% of audience What they charge on average
% of investment 78%
2% is what they charge
Charge per hour 70%
£185 per hour
Fixed fee 39%
£1.5K as an average
Combined charging structure 13%
ranging from £2K

2. Owen James Events Limited
Brook House, Mint Street, Godalming, Surrey, GU7 1HE, UK
T +44 (0) 1483 861334 F +44 (0) 1483 862699
E info@owenjamesgroup.com W www.owenjamesgroup.com
The FCA state that “A provider may take part in a
seminar organised by an advisory firm (or a third
party) and pay towards the cost of the seminar if its
participation is for a genuine business purpose and
the contribution is reasonable and proportionate”.
Given the format and objectives of A Meeting of
Minds are different from your conventional
events/hospitality (ie strategic in nature), here
are six reasons why it works:
1 The event is strategic rather than tactical in
nature.
2 Sponsorship is split equally between
all/multiple providers
%ofchange
When this group looked at the value chain through a crystal ball this is what they saw
INVESTMENT
MANAGEMENT
FUND
CONSTRUCTION
INVESTMENT
GUARANTEES
ADMIN ADVICE &
SALES
MANUFACTURE
LEAD
GENERATION
80
60
40
20
0
-20
-40
-60
-80
-100
Why are our events inducement friendly?
Advisory
Distributors
(Dec ‘15)
Advisory
Distributors
(Jun ‘15)
Private Wealth
Discretionary
distributors
Northern
IFAs (top
60-400)
3 Sponsor contribution is reasonable...
£70 per IFA
4 Sponsors have an active role throughout the
event to work with distributors on the day to
help them improve their business and client
proposition, and ultimately drive better
customer outcomes.
5 Topics tabled for discussion and the agenda
are delegate led.
6 The FCA are involved in the Meeting of
Minds and actively take part in the
roundtables.
What will the value chain look like in 3 years?
“Fantastic
opportunity to
meet like
minded people,
who share
similar passions
and challenges”
Independent Pension
Specialists Ltd
Interested? Give us a call on 01483 861 334 or email info@owenjamesgroup.com
We would love for you to join us, the dates for your diary are:
Thursday 28 April 2016
The Mere, Knutsford, Cheshire WA16 6LJ
Tuesday 11 October 2016
Tylney Hall, Hook, Hampshire RG27 9AZ