Events
Operational Excellence – NEW DATE COMING SOON
Learn from Michelle, as she takes you through key elements and a consistent approach to operational excellence in your financial planning firm. This event is great for business owners and operations/Business leads.
ISO 22458 – POSTPONED
Join us to understand more about how ‘The Vulnerability Standard of Excellence™’ addresses client vulnerability, leading to a multitude of benefits that can enhance a firm’s operations, customer relations, and overall reputation.
Sharing best practice, tips and tricks with the best in the business!
Insights
Operational & Compliance

Strategy Starts with Standards – Always.
In a world where every firm claims to be “excellent,” British and International Standards are what separate those who say

The Evolution of Excellence™: Why Standing Still Is Not an Option!
The Evolution of Excellence™: Why Standing Still Is Not an Option! By Michelle Hoskin, Creator of The Evolution of Excellence™

Why trying new things in business often fails – and how to fix it – seen in Money Marketing
The world of running a business is a mad one. Not only does there need to be a constant focus

Why integrating STANDARDS matters in your business…
Integrating Standards into Your Financial Services Business: A Pathway to Operational Excellence In the financial services sector, where trust, reliability,
Wellbeing & Productivity

Who’s actually listening? 4 ways to tell
Whilst I was waiting for the keynote speaker at Florida’s Million Dollar Round Table event with roughly 15,000 advisers, I felt inspired by the energy

Team leaders: Ten benefits of going that extra mile in 2024 – seen in Money Marketing
Going above and beyond for the business and your team is not just a choice; it’s a commitment to excellence that can transform an organisation

CIPD Advanced Diploma response to wellbeing in the workplace by Philip Rossi
One of our clients wrote this for their ‘CIPD Advanced Diploma in Strategic Learning and Development’ and it’s too good not to share… Question: The

Women in Financial Services: Empowering Gender Diversity
Women in Financial Services: Empowering Gender Diversity by Michelle Hoskin “We need women at all levels, including the top, to change the dynamic, reshape the
Consumer Care & Vulnerability

What vulnerable clients need most – seen in Money Marketing
It is safe to say that with the inevitable backlash of Covid and the world we now live in, vulnerability is not only a critical

Certification vs. Training: Why Ongoing Assessment Is Essential for Continuous Learning
Certification vs. Training: Why Ongoing Assessment Is Essential for Continuous Learning The importance of addressing consumer vulnerability and financial abuse has never been more pressing.

Tailoring support for vulnerable clients
Vulnerability in financial services is a growing concern, says Michelle Hoskin, managing director, Standards International. She looks at how advice firms can take proactive measures

8 Things to Consider in a Post Consumer Duty World
I think it’s safe to say, the landscape of financial regulation and service delivery is undergoing a seismic shift right now. With the implementation of
The Little Book of WOWW!®
We can all agree that WOWW!® is about doing small things well, consistently and seamlessly, thus making a big and memorable impression on those you care for the most! So what does WOWW!® look like in today’s busy and progressive financial services businesses?
