S4:E5 How to spot and stop financial abuse in client meetings episode artwork

EPISODE · Aug 25, 2022 · 48 MIN

S4:E5 How to spot and stop financial abuse in client meetings

from Your Financial Planning Maestro · host Jacqueline Lockie

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.

Episode metadata supplied by the publisher feed · Published Aug 25, 2022

Embed this episode

Ready to play

S4:E5 How to spot and stop financial abuse in client meetings

0:00 48:32

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Your Financial Planning Maestro?

This episode is 48 minutes long.

When was this Your Financial Planning Maestro episode published?

This episode was published on August 25, 2022.

Can I download this Your Financial Planning Maestro episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!