2025

The Change Curve Podcast – Episode 7

• Guest episode with Nick Eatock, intelliflo https://mintblueconsulting.co.uk/2025/01/01/the-change-curve-podcast/

The Change Curve Podcast ‘Live’ – Episode 6, ‘Why are people not embracing AI?

• Helen chaired this episode of the podcast live on stage at the Octo Conference discussing why people are not embracing AI, the opportunities and challenges https://mintblueconsulting.co.uk/2025/01/01/the-change-curve-podcast/

Owen James Events – WealthTech Matters

• Round table speaker – ‘Addressing integration challenges for operational excellence’, exploring how firms can strategically apply AI to drive value across the organisation

Athena Networking (Reading East)

• Online business development talk on ‘Networking & Facilitation Tips & Tricks’

Owen James Events – Advisory Distributors facilitator

 2024

The Verve Foundation  –  interview

• Hayley Rabbetts interviewed Helen about the adviser industry following her sponsorship for a trainee adviser through the Foundation https://thevervefoundation.co.uk/about-us/?playlist=6d5930e&video=17bdea2

Beyond Encryption – interview

• Sam Kendall interviews Helen about ‘How client communication is evolving’ https://www.beyondencryption.com/blog/changing-landscape-financial-services-client-communications

The Change Curve Podcast – Episodes 1-4

• Episodes 1-4 of this new group podcast launched in this year discussing technology transformation https://mintblueconsulting.co.uk/2025/01/01/the-change-curve-podcast/

Soft Skills Training

• Series of Project Management soft skills training sessions for a leading financial services supplier covering: Meeting management, Project Management, Time Boxing, The Tech Customer Journey and Networking

Owen James Events – Adviser Distributor sessions facilitator

 2023

Owen James Events – Adviser Distributor sessions facilitator

2022

intelliflo conference – Breakout session: GOAL SETTING IN A HYBRID WORLD             

• When hybrid working was being widely adopted after the pandemic, this talk at one of the industry’s largest annual conferences looked at how to set goals in a hybrid working environment. You can watch and listen to this presentation here https://www.youtube.com/watch?v=DWMjy_sCVBI  

Owen James Events – Adviser Distributor sessions facilitator

2021

Time4Advice interview

• Helen was interviewed by Roland, the original co-founder of Time4Advice about her role and Digital Transformation in this 30 minute interview https://www.youtube.com/watch?v=cGcYBqCQkgE

Octo Members interview

• Helen was interviewed by Lee Robertson, the original co-founder of Octo Members about her business and how Adviser firms move through change and business transformation https://www.youtube.com/watch?v=C9IznbqwXb4

2019

SM&CR Workshops    

• Helen and Chris Davies (Model Office) wrote and presented a series of national workshops as part of the intelliflo road show, training advisers on the new SM&CR legislation.

Benchmark Capital     

• GDPR workshops

2018

GDPR in-person Adviser training courses      

• London, Birmingham, Manchester Adviser workshops covering the basics for the new legislation as a joint venture