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What Our Clients Say
The one word would use to describe Stewart is “generous”. He is generous with his time and fantastic content which includes insightful articles, the fee modeler and ebooks even well before we engaged him as a business coach. Having worked with Stewart for two months now, we have witnessed first hand his deep understanding and passion for helping financial planners run great practices. Our sessions with Stewart are full of energy and we come back with a big ‘to do’ list which he follows up to keep us accountable.
Reuben Zelwer, Owner, Adapt Wealth Management
I have not made a business decision that has made more impact on my business than bringing Stewart on board.
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 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 the true value of advice in a consistent and concise way that maximises revenue. He also is a truly 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
James Williamson, Managing Director, Millhaven Financial Services, SMSF Specialist Advisor
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.
Christopher Bates, Independent Financial Adviser & Mortgage Magician at Canopy Private
Colleagues looked on as I tried to gather the scattered pieces of my mind up off the office floor last Wednesday morning – that’s how much Stewart Bell blew my brain during XYLive. …Stewart is the kind of guy who (to quote Joel Hale) when you ask him to pass the salt, gives you a bowl of soup – his mind is just an encyclopedia of knowledge when it comes to technology to help the advice industry. After this particular session of #XYLive, it’s exciting to see our industry has professionals like Stewart helping advisers identify those problems in their businesses and guiding them through the best way to ‘eliminate, automate and delegate.
Naomi Christopher, Midwinter
After this particular session of #XYLive, it’s exciting to see our industry has professionals like Stewart helping advisers identify those problems in their businesses and guiding them through the best way to ‘eliminate, automate and delegate.
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 feedback from 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.
Kristine Brooks, Head of Sales – Life and Investments, Zurich
I was fortunate to spend 2 weeks with Stewart presenting at the AFA Genxt Connect Tour. I heard his presentation 6 times, each and every time I gained extra value. Stewart is an engaging speaker, he has great enthusiasm for what he does and for helping others build a better business. I have absolutely no hesitation in recommending Stewart, his passion really does shine through.
Kylie George, Your Advice Team Campas AFA/Kaplan
I had the opportunity to get to know Stewart whilst we travelled around the country together on the GenXt tour 2016. His unique insights into building a better business that is “future proof” were incredibly refreshing and importantly, practical. I recommend you buy his book “Finnovate” and/or listen to him speak if you get the chance.
Matt Heine, Managing Director Netwealth Group
I caught Stewart speaking at the AFA GenXt Connect Tour 2016 in front of over 1,400 advisers. Stewart is a extremely thought provoking speaker who showed real expertise in sharing some very practical steps to innovate advice business models. Having read his book Finnovation before the event, it was great to delve deeper into relevant subject matter delivered by someone passionate about sharing it. If you get the chance I recommend either reading the book or alternatively listening to his ideas
Charles Badenach, CFP Financial Planner
We’re building the SME advice business models of the future, through the avenue of providing game-changing business Coaching for advisers, brokers & accountants.
If you’re an advice professional trying to deliver great advice to more clients, you’ll know how hard it’s become to build a great business. Disruption, legislation, media noise and constant change is battering even the very best.
It’s getting harder to find great leads and onboard them effectively. Confusing to know how to market and know what clients are looking for online. Challenging to know what tech to use and how to manage your client base efficiently. Hard to recruit great, motivated staff who will drive your business forward. Impossible to find the time to bring it all together and build a business that will provide you the freedom all entrepreneurs start out aiming for.
It’s a perfect storm of challenges, and of opportunity.
Our mission is simple. We enable great advisers to solve the business model issues restricting their impact, curtailing their growth and stopping them from doing the work they love
We're changing the game of financial advice, to solve more people’s money issues with greater ease.
If you’d like to be part of the next phase of advice businesses, welcome to the world of innovation in the way advice is deliveredRead more