Standards International

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Becoming Referable podcast

Michelle was delighted to receive an invitation to join hosts Julie Littlechild and Stephen Wershing for Episode 2 of the exciting new  Becoming Referable podcast.   Little Miss WOWW! shared her insights into how advisers can go about  creating a really WOW experience.   Click…

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Virtual Advisor Summit

World’s First Virtual Summit for Financial Advisers! To be held online 7 – 11 November 2016 I’m delighted to be participating in the world’s first virtual summit for financial professionals.   The summit will be held online from November 7 – 11, 2016. As the…

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UK Financial Engagement & Education

Michelle was delighted to be on the prestigious  panel for this event which took place at the House of  Commons on 20 October 2016.   Organised by one of our long-standing certified advisers, Filip Slipaczek, the event was hosted by Jonathan Edwards MP and extremely…

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Watch this space!

Following  a number of  debates and discussions this year around the potential need for a paraplanner standard, Michelle hosted a web conference on 14  October to explore how this might be created.   We were absolutely delighted  that so many of you took time out…