• Get the most from your event

    A good host or facilitator can make a world of difference. We can help you get the most from your event!

Need an event facilitating? We've got you covered!

Ever been to an event or meeting where nothing seems to flow, engagement is stunted and you leave thinking it was a waste of time? Us too.......and its awful! 

A good host can make a world of difference by ensuring all participants are engaged and the conversation flows. Which is why we want to help make your event or meeting a success!

Ben Wright MSc, FPFS

Our facilitator, Ben, has a long history in financial services, spending 10 years as a financial adviser  before managing paraplanning projects for an international bank . He has also run the technical function at a financial advice network, been the Managing Director of a multi asset fund range, oversaw multi-million pound change projects in tech and reg-tech and provided strategic direction to the UK's largest financial adviser network supporting independent financial advice.

Ben is a fellow of the Personal Finance Society and has a masters degree in Financial Planning & Business Management from the Manchester Metropolitan University focussing on the relationship between outsourcing and financial performance of financial advisory firms.


Conference hosting

We'll be your main stage front person to ensure your event stays on track.  We can also host areas, breakout rooms and sessions to make sure your delegates have a day to remember!

Panel debates

Get the conversation flowing with our panel debate hosting. We make an effort to know the backgrounds and businesses of all participants to ensure that everyone gets involved.

Chatham House round tables

When discretion is important, Chatham House round tables can offer a safe space to discuss more sensitive ideas. We make sure that your delegates are at ease and comfortable to make the most of the sessions by sharing freely.

Board level strategy days

Strategy days can get a bit samey if its always just the board members present. Having an external person facilitate can really open up the discussions, encouraging blue sky thinking and angles which might not have been considered. Let us help make your next board strategy day a 10/10

Innovation sessions

Thinking outside of the box can be easier for some than others. We help get everyone into the right mindset for the day and ensure that everyone contributes so you get the best possible output from the session.

Process mapping and re-engineering

Process mapping is an art form but one that is hugely powerful. By re-engineering a process to improve efficiency or automating it, you could be saving hundreds or thousands of man hours a year. We ensure your processes are documented correctly and use our years of experience to help think of shortcuts and automation points. 

Public speaking

Ben is an experienced public speaker and is happy to speak on topics including:

- How to increase the sale value of your financial advisory business in 5 easy steps

- Pitfalls to watch out for when selling your financial advisory business

- How to integrate purchased businesses into your own

- Future trends in financial services

- How technology will change financial services

- The power of change

- How process efficiency can transform your business

We'd love to talk to. you about your event and how we can help!