Fresh From the Blog
- This article was written by Naomi Christopher of Midwinter and published on XY Adviiser on the 17 October. To view the full article and see more of Naomi’s amazing blogs, …View Post
- This blog was first published in Robeco Australia’s Insights newsletter, a monthly smorgasbord of advice-related content from one of the world’s leading investment engineering firms. To check out other great …View Post
- One of my favourite sayings says; life, and business, are mostly long periods of seemingly flat terrain, punctuated by sudden spikes where you go high. Success, like failure, happens gradually, …View Post
What Our Clients Say
Russell Stephenson, Head of Wealth, Sterling Publishing
Voted as the best speaker at two consecutive Adviser Innovation event, Stewart has proved to be an engaging and motivational speaker that provides tailored content to his audience and inspires them to change habits, try new practices and implement spoken topics.
Catherine Stewart, Financial Planner at Arnold Stevens Finla
Being a bit of a sceptic and a control freak letting someone else in to review my business and it's processes was a fairly major step, no if I am honest a HUGE step. Stewart was amazing! Not only did he provide invaluable advice in relation to ways in which we could improve our business, which include a total revamp of our pricing structure, the set up of some strategic referral partnerships and great marketing initiatives, perhaps most importantly, he completely changed the way I saw myself. Stewart made me realise I was more than capable of achieving the goals and objective I had for my business. I would not hesitate recommending him to anyone who was serious about taking their business to the next level.
Paul Stoddart, Director at PRS Partners
I have no made a business decision that has made more impact on my business than bringing Stewart on board.
Paul Hardick, Owner at First Capital Financial Services
Stewart delivers! Cuts to the chase and can articulate complex issues and makes them simple. That's a characteristic of all the great talents of the world. They make it look easy! I now find business process much easier and this clears my mind for what I'm good at creativity (Cheap but huge value add) Stewart's value add far outweighs his price. I wish I'd met him 5 years ago! BTW I never endorse lightly.
Daniel Isenhood, Managing Director, Empire Risk
Empire Risk was an echo chamber of ideas before we first met Stewart Bell. He has been a revelation and first class addition to our team. He's motivate us to great results and given us the confidence to view success and high-performance with fresh eyes. Stewart is innovative and resourceful well beyond what we could have hoped for. This adaptability is essential within our chosen marketplace. We can not speak highly enough of Stewart as a coach, a strategist and a quality person.
Kristine Brooks, Head of Sales – Life and Investments, Zurich
We engaged Stewart as a facilitator for the Zurich Investment 2011 Practice Development Manager forums and Elite Adviser forums held nationally. Stewart has a very engaging and enthusiastic manner and facilitated a high level of contribution from participants of the forums. The feedbackfrom these events was excellent and Stewart contributed highly to the overall success of the events. I highly recommend him as a speaker and will look to engage him again.
Christopher Bates, Independent Financial Adviser & Mortgage Magician at Canopy Private
I have known Stewart for many months and his systematic/technology approach is making advisers wake up to the real world we are in today. Always full of quality actions and ideas, he's one man who adds real value and flair to your starting lineup.
Matthew Oake, Financial Adviser at DWLFiancial Services
Stewart has the ability to take common business problems, break them down into simple-to-implement chunks, line up the ducks and make it easy to get stuck into the doing. I connected with Stewart on both a professional level, and this enable me to appreciate the value of aligning these two things when building my business. The fact he's worked with so many other business has given me access to a wide repository of client engagement tips, business has given me access to a wide repository of client engagement tips, business ideas and other knowledge that I found well worth paying for. For business who are seriousabout being kept accountable for progressing to the next level, I would recommend Stewart as an excellent coach.
James Williamson, Managing Director, Millhaven Financial Services, SMSF Specialist Advisor
Stewart has a great understanding and detailed knowledge of the Financial Planning industry and the values that your clients are looking for. His expertise lies in showing advisers how to demonstrate true value of advice in a consistent and concise way that maximises revenue. He also is a true creative thinker when it comes to new ways of approaching issues within a practice and creating plans to implement change for the better. All in all it is still about results and Stewart delivers, from the concept stage to the final outcome
David Rae, Certified Financial Planner and Owner at DPR Accountants and Advisers
Stewart has a great ability to ask the right questions and draw out ideas rather than simply providing the standard answers. He assistance has been invaluable as we reshape and refocus how we work with clients.
Audere is one of Australia’s leading coaching and consulting firms when it comes to the intersection between the business of advice and technological and business model innovation.
We work with independently minded advice business owners from the financial planning, accounting and broking professions to get results by leveraging tech and innovation thinking.
By cross pollinating the best of advice with what other leading industries are doing we’re helping to lead a revolution in the way advice is delivered akin to the what’s happened in the health and well-being space over the past twenty years.
More impact requires different thinking and practical ways to change advice firms for the better.Read more