MBC Zoom

Speaking, Facilitation & Training

2026

intelliflo vodcast – JK from intelliflo interviewed Helen in March 2026 covering:

✅ Helen’s unconventional career journey from financial adviser to project leader and consultant
✅ What adviser firms and consolidators really struggle with during transformation
✅ Why M&A projects fail (and how to stabilise them fast)
✅ The real role of AI in advice firms — beyond the hype
✅ How poor data quality quietly kills good projects
✅ Why internal communication and stakeholder management matter more than tech
✅ Lessons from building digital advice propositions
✅ Soft skills, leadership, and why projects don’t fail because of systems
✅ What the next few years look like for advice firms, consolidators and suppliers

Hear the vodcast in full:

https://www.youtube.com/watch?v=kMl4jeGooSk

Model Office Symposium

  • Presented ‘Innovation – designing, automating & monitoring tech workflows for growth’ combining Innovation, Future trends and Project Management at this event.

2025

The Change Curve Podcast – Episode 8

The Change Curve Podcast – Episode 7

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

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

Beyond Encryption – interview

The Change Curve Podcast – Episodes 1-4

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

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

about

Mint Blue Consulting is based on a vision to provide experienced business project management, consultancy and soft skills training for large and small companies who only require project management assistance from time to time, whether this is 1 day, a bank of days, or on a longer part-time basis. Primarily operating within Financial Services we look to help businesses grow and develop.

[email protected]

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