Mint Blue Consulting Ltd

Owen James ‘A Meeting of Minds - Winning Advisers, South’ sessions provided thought-provoking breakout sessions and keynotes today. Discussions covered a wide range of topics including how to handle clients in retirement and their changing portfolio mix, Gen Z communication and the ongoing challenges of Intergenersrional Wealth. Great guest speaker at last night’s dinner with Paul Merson discussing his experiences with both Strictly and Football with us wishing him well for this weekend’s dancing. With thanks to the OJ team and great to facilitate for Scottish Widows and Standard Life UK. Paul Miles James Goad don wild Matt Goy DIP CII Sam Shaw John Chapman Roderic Rennison Ben John Hall Susie Laws FPFS Angela Jarvis Clare Frost

I’m looking forward to facilitating at next week’s Owen James ‘Winning Advisers South’ supporting the Scottish Widows and Standard Life UK in their sessions. For more information about the event please see https://lnkd.in/e44m-wx8 #financialservices #owenjames #mintblueconsulting

More photos from Money Marketing Awards last night. It was great to see so many of Mint Blue Consulting Ltd’s clients over the years as finalists and winners last night including my lovely hosts Dynamic Planner winning their award and Model Office Ltd for their Highly Commended! Lovely to see everyone and sorry to miss so many as well!

Celebrating Dynamic Planner’s Money Marketing Award and catching up with Piers Johnson at a great event. #MMAWARDS24

It's been an exciting first half of the year and I've finally had the chance to reflect on the numerous discussions and events to date as the Financial Services landscape rapidly evolves. In my latest article I discuss the ongoing necessity of people to implement technology in light of all the new solutions coming to market, as we've also explored in the Change Curve Podcasts, launched this year, with 4 episodes to date. Interested to know more, it's short(ish) read and includes a link to all the podcasts, all kindly produced by Octo Members Group with our group podcasters - myself, Chris Pitt, Paul Miles and Chris Baigent-Reed. #people #technology #financialservices #financialadvisers #mintblueconsulting https://lnkd.in/enA6NPn9

Today was CSR day and the opportunity to assist local Year 12 students with their CVs. It’s such an important time for them as they make major choices about their future as we know. Having external people to help structure their CV and talk through their plans can go a long way to boost their confidence and subsequent decisions. In terms of stats for today: - 65 volunteers in total attended The Misbourne took across group observation, interview experience and CV work - 25 volunteers worked with 100 students on their CVs - 3 CV volunteers were from Financial Services! We’ll convert them yet! Today was even better by being joined by my sister, Lucy C., also in Financial Services, for the first time at this event, providing our nuggets of wisdom from our own experiences. With congratulations to Helen Hill and the school for their organisation today, it was a great success. #Financialservices #education #CVs #mintbkueconsulting

I'm absolutely delighted to be selected as a finalist in the Professional Adviser Women in Financial Services Awards 2024 for two awards; 'Woman of the Year – Adviser Support Services (small/medium firms)' and also 'Woman of the Year – Fintech'. There were many great women originally nominated so it's an honour to reach this stage. With thanks to my nominees and many congratulations to all the other finalists. #WIFA24  #Financialservices

Just in time for the weekend, The Change Curve Podcast, Episode 4 is now available, talking about 'The importance of data for adviser firms'. This is a hot topic at present and one discussed at the Owen James round tables just last week, in fact the topic is so big we'll be running a further podcast on this in the Autumn. In this episode, I'm facilitating with Chris Baigent-Reed, Paul Miles, Chris Pitt, with the focus on the importance of data for adviser firms, the impact of AI on data and data in the light of legislation including Consumer Duty. We look at the key challenges we are seeing across our clients, the considerations and solutions. Talking through real life experiences of the data strategies we are helping firms implement and the questions firms should be asking themselves to connect technology and simplify processes to result in one source of truth. Data is not going to become less important, it is only going to become more important and is already front of mind for smart businesses what are the roles and new technology essential for the business of the future. This podcast provides lots of practical advice and tips that will help you navigate the data complexities of advice firm business ownership. With thanks to Octo Members Group for their recording and editing of this and our other episodes which are available on their site and also Mint Blue Consulting. #Financialservices #mintblueconsulting #octomembers #data #AI

Really enjoyed facilitating at the Owen James Meeting of Minds - Advisory Distributors event this week at the beautiful Tlyney Hall Hotel and many thanks to the team. Topics were wide-ranging including SEI’s Overcoming the Productivity Hurdles based on their research which emphasised the need for good data management and reporting. Consumer Duty was another key session I attended with interesting discussions regarding Vulnerable Clients, while Catalyst Partners discussed the M&A market and exit planning within the changing market. There were also a number of really interesting keynote speakers including Dr Hannah White discussing the geopolitical and economic landscape in light of next week’s general election. Great to catch up with so many including Paul Miles, James Goad, Jason Chapman, Austin Broad, Brod Whiting, Karen Sullivan, John Chapman, Martyn Laverick, Ben, Mark Evans, Paul Chedzey and John Hall, to name but a few! #owenjames #Financialservices #ConsumerDuty #mintblueconsulting

I'm excited to be facilitating at the Owen James Meeting of Minds event on 27th June for SEI's session, 'Obstacle Course - Overcoming the productivity hurdles in the front and back-office' with Caroline Deutsch based on their excellent research paper. This is a theme is something I consistently discuss with my clients so really looking forward to hearing the views and thoughts from those attending. #owenjames #SEI #financialservices #productivity #mintblueconsulting #TylneyHall