How to spot financial abuse in client relationships and what to do about it

How to spot financial abuse in client relationships and what to do about it

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Publish Date:
25 August, 2022
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

In this week's episode we talk to Michelle Hoskin, founder and director of Standards International, about the work she is doing in the field of financial abuse.

During the hard hitting interview we left no stone unturned and we talked about:
✔︎ How to spot clients who could potentially be being abused.
✔︎ How to identify those who are being financially abused.
✔︎ How to approach the conversations with both parties involved.
✔︎ What to say to offer guidance and support for those being abused.
✔︎ Why we shouldn't ignore this growing issue.
✔︎ How financial planners are key in identifying these situations and, crucially, doing something about it.

If you don't think financial abuse is widespread, think again!

If you think that as a financial planner, it is none of your business to spot it or do anything about it, think again!

Listen now to find out why.

Michelle's Bio:
Michelle Hoskin is an international speaker, author and regular contributor to the professional press and media, with more than 20 years’ experience working alongside some of the world’s most successful financial services organisations. She is also the Founder and Director of Standards International a leading dedicated certification body in the UK for BS 8577, BS 8453, ISO 22222 and The Paraplanner Standard™ certification. Michelle has also earned the title of the leading expert in professional standards of operational best practice.


Did you miss our previous article...
https://wealthvideos.club/Financial-Planning/what-does-a-financial-planner-do-financial-planning-explained-retirement-planning