This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas. Today the conversation is focusing on Michelle’s new certification, the Financial Abuse Specialist Certificate and the important role that you can play in identifying clients who are victims of financial abuse. We also talk about wellbeing within the workplace and the upcoming Standard Certification which is being created to improve the culture within financial planning firms. Of course, a happy and fulfilled workforce can provide the best service to their clients. What an inspiration Michelle is, she’s raising the standards of the financial profession, making it a better place for all involved.
We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.
Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Check out the 2022 Financial planning Salary Guide here.
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
