cover of episode Bringing Professionalism and Operational Excellence to Advisor's Businesses with Michelle Hoskin [Ep49]

Bringing Professionalism and Operational Excellence to Advisor's Businesses with Michelle Hoskin [Ep49]

2020/7/21
logo of podcast The Innovating Advice Show

The Innovating Advice Show

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Shownotes Transcript

Michelle Hoskin, Founder and Director at Standards International which is the powerhouse behind professionalism and operational excellence in financial services, joins the show. Michelle, whom many may know as Little Miss WOWW, gives us the real story behind where that name came from.

She also shares why standards are so important and how they provide definition and help to shift the language we use; for example, in moving from practice management to business management and in clarifying and defining the paraplanner role.

We also touch on the vast regulatory changes in Australia and how they tragically led to an increase in financial advisers dying by suicide. And with some important words on how to avoid that happening to others, listen till the end.

Links, show notes and timestamps at https://innovatingadvice.com/post/episode49.)

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