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Testimonials
...Amongst Stewart's strengths are his enthusiasm, his ability to see issues from all points of view, his skill in finding interesting and engaging ways to articulate issues or illustrate potential solutions, and his ability to keep projects on track.

Su Enston National Practice Development Manager, FMD Group

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Stewart Bell 
  Business Coach

Background

Stewart is a Business Coach with Elixir Consulting, providing business consulting and coaching services to financial advice businesses, accountants, Licensees and institutions who want to deliver better financial outcomes, both for their clients and their own businesses.

Stewart has over ten years business coaching and practice management experience, gained from a variety of business improvement roles working in MLC, ThreeSixty, NAB and AMP/ Hillross Financial Services.

Since joining Elixir, in  addition to working with a panel of financial planning and accounting firms as private coaching clients, Stewart has also delivered presentations, workshops and training programs for a diverse range of institutions such as Count Financial, Zurich Investments, the Association of Financial Advisers (AFA), the Financial Planning Association (FPA), BT Financial Group, myState Financial and Avenue, to name a few.

He is also an enthusiastic writer and has been published on the topic of practice management and business development in industry publications including the Financial Review, Money Management, Professional Planner, Risk Info and Kaplan Professional.

Stewart also writes a Blog which you can follow here

 

Areas of Specialty


Stewart’s passion for business is underpinned by a focus on personal fulfilment. He believes  that being in business should be an enjoyable and satisfying experience, a positive lifestyle choice to enrich rather than enslave. It makes sense then that personal and business goals provide the starting point from which Stewart believes everything naturally flows.

His unique strength is combining creative problem-solving with effective process-design, change management and an appreciation of detail. He has a track record of turning conceptual thinking into reality.

Stewart’s enthusiastic approach focuses on people, not just systems and processes. This is one of his major differentiators - results through business owners and their teams - and  is demonstrated in his past success in building consultancy teams. He also believes there is no one ‘correct’ business model, and being systemised doesn’t mean having to surrender to uniformity.

Send Stewart an email

Location

Stewart is based in Sydney, and travels regularly to service clients around the country.

Testimonials

quote_begin.gif  The consulting work Stewart completed with us while he was at Hillross was fantastic and has enabled great enhancement and transformation of our financial planning business. As a result of his guidance in setting a business vision and putting together a plan for the business we want, we increased our profit from previously being a break-even firm to last year achieving a profit equal to 15% of gross revenue. We have increased our income, reduced our expenses, outsourced non-key activities and our advisers now spend most of their time on face to face meetings, either maintaining ideal client relationships or gaining new ideal clients. We have greater confidence in articulating the value we offer to clients and have created a better work environment by focusing on the activities that we do best and spending more time on the activities that clients value. Stewart has our thanks for his insights, guidance and tools to enable this transformation.   quote_end.gif

Tim Gray, Net Worth Financial Planners

 

quote_begin.gif  I’d recommend Stewart to any business looking to take themselves to that next level. We engaged Stewart when seeking to move to a corporatised business model during 2008. Stewart engaged us in step-by-step planning, beginning with all business owners reaching agreement on collective goals and objectives, culminating in the appointment of a General Manager; a key milestone for BKO. From this flowed a structured review of our internal processes, client value proposition, service offer, pricing and the way we manage, develop and retain our staff. This has enabled us to be much better positioned to achieve sustainable growth.   quote_end.gif

Tanya Gertschmann, Director and General Manager of The BKO Group

 

quote_begin.gif 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   quote_end.gif

James Williamson, Managing Director, Millhaven Financial