For large firms, Licensees, Institutions and Professional bodies



Energetic, engaging and relevant keynote presentations of between 45 and 90 minutes, drawing directly from proven program content

Tailored to  audiences, topics selected in collaboration with hosts, to deliver maximum impact right at the heart of the most relevant business issues for that group and inspire action outside of sessions

Practical, clear calls to action and follow-up potential



Highly interactive and engaging half or full day facilitated sessions for groups of 12 - 20 participants.

Deeper exploration into business success and  innovation, encouraging both practical activity with open discussion between attendees

An outstanding platform for forging relationships with advice firms. Can be run these as ongoing programs, with PDM & BDM support

Great platform to build Licensee and adviser relationships.


Working with you and your wider team to create new offers, enhance your proposition to adviser, create new in-house programs or play at the very forefront of adviser centric propositions.

In 15 years of designing and delivering adviser programs, workshops and presentations, we’ve learnt that being a memorable speaker is about making sessions engaging, interactive and fresh experiences.

 I've sat through enough "dry" presentations myself to realise the key to creating value lies in giving people clear direction on what they can do, providing practical actions they can adopt and making the experience of working "on" your business enjoyable.

Our speciality is blending innovation with core practice management expertise, and encouraging advisers to explore the practical side of practice success, supported by insight into digital thinking   and the myriad of new business tools becoming available to SMEs each day.

Talk is cheap. Insight is value. Inspiring action creates results.


The feedback was excellent. I highly recommend him as a speaker.

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.

Voted as the best speaker at two consecutive Adviser Innovation events, Stewart has proved to be an engaging and motivational speaker 

Russell Stephenson

Director of Media, Momentum

Russell Stephenson

Director of Media, Momentum

Stewart's unique insights into building a better business that is "future proof" were incredibly refreshing and importantly, practical.

Stewart is a extremely thought provoking speaker who showed real expertise in sharing some very practical steps to innovate advice business models.




With new training being developed for our Leveraged Advice Firm program each and every month, our sessions are topical, fresh and at the cutting edge of advice.


50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.