Financial Services Speaker
Dr Alison Edgar MBE is a keynote speaker for financial services teams, from lenders and payments firms to advisers and accountants. After one keynote, Haydock Finance converted £54 million more from the same pipeline.
When the whole business started thinking like owners…
£54,000,000
more converted from the same pipeline, after one keynote.
“We received roughly the same opportunities in H2 as H1, but converted £54 million more into paid deals. Alison’s session played a huge part in this by getting the whole team to come together and think like owners.”
Why do financial services teams book Alison?
Financial services runs on pipelines, targets and rules, and that is exactly the world Alison comes from. She spent three decades as a top-performing salesperson and adviser inside corporate structures before she ever took a stage, so a room of lenders, brokers or advisers recognises her immediately as one of their own.
The results follow. Haydock Finance converted £54 million more from the same pipeline after one session. WEX’s international team came away asking each other “what would you do if it was your business?”, the framework’s question, in their daily vocabulary. Corpay booked her to open their sales kick-off, Forvis Mazars for a partner event, and St. James’s Place for their Women in Business conference.
Every session runs on The Intrapreneur Mindset: getting people at every level to think and act like owners of the business, within its mission and its rules. In a sector where the difference between quota and windfall is behaviour, that is the lever.
Why financial services firms book Alison Edgar
The measure of a speaker is what your numbers do afterwards. Here is what you get with Alison.
Proof from your sector
After one keynote, Haydock Finance converted £54 million more from the same pipeline. Not a mood lift: a measurable result from a lender’s own numbers.
Built for targets and governance
Alison spent three decades in sales and corporate life, so she knows what a regulated, target-driven environment feels like from the inside. Ownership that works with the rules, not around them.
From the sales floor to advisory
She has energised sales kick-offs for Corpay and WEX, partner conferences for Forvis Mazars, and adviser events for St. James’s Place. Same framework, tuned to each room.
What can Alison speak about?
Every session is tailored to your audience and what you want from the day. Tell us what you are after and we will recommend the right one.
The Intrapreneur Mindset
Three questions that change how a team decides, ending on “what would I do if it were my business?” and turning pipeline-watchers into pipeline-owners.
High performance under targets
Behaviour, not adrenaline: what separates the teams that convert from the teams that count leads.
Change in a regulated world
Rates move, regulation shifts, platforms replace processes. Building teams that get ahead of it rather than bracing.
What financial services clients say
I wanted to say a big thank you for the workshop on Tuesday. The feedback has been great and is helping build the right mindset. We are now all asking each other "what would you do if it was your business?"
Alison delivered an outstanding keynote on intrapreneurship and high-performing teams. Her energy, professionalism, and ability to tailor content on the fly made a lasting impact. It resonated across all levels of our organisation.
Charlotte, Forvis Mazars Alison was a keynote speaker at our Women in Business event. Wow. Amazing. So much energy and so many powerful messages delivered on the day. What really stood out is how relatable Alison is. I 100% recommend.
Elaine, St James Place
Trusted by teams at
Frequently asked questions about booking a financial services speaker
Has Alison Edgar worked with financial services companies?
Yes, extensively. Dr Alison Edgar MBE has delivered keynotes and sessions for Haydock Finance, WEX, Corpay, Forvis Mazars, St. James’s Place, MetLife and Ebury, among others, from sales kick-offs to partner conferences and adviser events.
What results has she delivered for financial services teams?
The standout: after her session, Haydock Finance converted £54 million more into paid deals from roughly the same opportunities, a result their senior team credits to the whole business coming together and thinking like owners. WEX’s international team still ask each other “what would you do if it was your business?”
Does the content fit a regulated, compliance-conscious environment?
Yes. The Intrapreneur Mindset is about ownership within the organisation’s mission and rules, not mavericks going around them. Alison spent thirty years inside corporate structures, and every session is tailored with your team beforehand so the language and examples fit your world.
What kind of financial services events does Alison speak at?
Sales kick-offs, annual conferences, partner and adviser events, leadership offsites and awards evenings, in person across the UK and internationally, or virtually. Audiences range from a dozen leaders to several thousand.
How much does it cost to book Alison Edgar?
Fees depend on the format, time of year, location and audience size. The quickest way to get a figure for your event is the instant quote calculator, and you will have an estimate in minutes.
Book Alison for your next conference or kick-off
Get a tailored quote in minutes, or call the team and we’ll talk it through.