Unlock the Value in Diversity

Join us as our intern, Charlie Parkhouse, recaps his experience of  a  special day focusing on  diversity:   At BAFTA in the heart of London’s Piccadilly on Thursday 8 March, Nucleus Financial staged a new Illuminate event titled ‘Unlock the Value in Diversity’. Nucleus has…


Join the carnival of ravers!

The SI team   were looking forward to this year’s  Rant and Rave customer engagement revolution, Carnival of Ravers held at funky Electric Brixton on 2 November 2017, and they weren’t disappointed!   Dee, Kelsey and Charlie, our intern,  were part of  a sellout crowd enjoying…


An exciting opportunity!

Temple Bar Asset Management needs a kick-ass Technical Assistant/ Trainee Paraplanner – could this be you?! Are you a technical assistant looking to become a fully fledged paraplanner and work in line with the NEW international standard for professional paraplanners?   We are supporting one…


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…


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…


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…


UK Customer Experience Awards

Little Miss WOWW! was thrilled to be on the judging panel for the UK Customer Experience Awards 2016 which took place  on 23 September.   The  ethos of creating a truly  WOWW! customer experience is dear to her heart and a key  route to achieving…


Centrepoint Alliance Dubai 2016

11-15 July 2016 saw  Michelle head out to Dubai to deliver not one, but two WOWW! presentations at the Centrepoint Alliance 20th Annual Conference for Australian advisers.   Delighted to be a keynote speaker and form part of a packed programme alongside others such as…


“Michelle-in” Star Client Journeys

Listen to Michelle’s Soundcloud podcast around applying the “Michelle-in” Star concept to your client journey – delivering a 5* experience in every element of your business does not happen by default, it can only happen on purpose!