Want to know what we’re up to? check out  these events…

Customer Experience Raveolution


In what’s become an annual ‘must do’ in our calendar, Dee and Joanna will be attending this  year’s Upland CXM Raveolution to learn the latest tips and techniques for creating a memorable customer experience. Re-visiting a previous haunt of Hawker House, Canada Water on Thursday 7 November, the event is now sold out but you can learn more  about  the  day  and watch highlight’s from last year on this link.

Humans Under Management, London 2019


Keeping great company with a  stellar list of speakers,  Michelle’s thrilled to be taking  to the stage at this year’s Humans Under Management,  London – taking place on Wednesday 4 December. Find out more about this unique  event which aims to promote, highlight and build on the work that great advisers are doing in developing their behavioural financial advice, practices and watch videos from previous events here.

Older events:

AFA Conference 19 – United


A highlight of 2019, Michelle was  thrilled to be a plenary speaker at this year’s AFA conference, which took  place in Adelaide  from 28-30 August. This was a wonderful  opportunity  to  showcase Standards International and raise the profile of The Paraplanner Standard™ Down Under!

Financial Planner Marketing Summit  2019


As one of eleven engaging speakers, Michelle joined Martin  Bamford on stage  as part of a  unique new event, held at The Electric Theatre, Guildford on 21 June 2019. This inspiring day saw some of the latest thinking shared around the art and science of marketing for Financial Planners.

MDRT 2019


An annual highlight of our calendar, Michelle had a WOWW! time experiencing  the 2019  MDRT annual meeting in Miami Beach from  9-12 June.  We were extra-delighted that,  together with  enjoying the camaraderie of the MDRT community,  she also delivered an inspiring focus session as part of the official programme on Monday 10 June.

The Business Show  2019


Dee and Kelsey immersed themselves in all things business at The Business Show  at London’s Excel on 14 and 15 May 2019.   It was their second time visiting this bi-annual event  and they brought back a wealth of tips for running a better business!

Money Marketing Interactive London 2019


Michelle enjoyed being aa member of the panel to discuss ‘How to reward your top advisers’ at the Money Marketing Interactive Event in London on 4 April 2019. This event also focused on key issues facing financial planners and their clients as we look towards a post-Brexit world.