It’s self evident that your long term success will depend on how well your business is run. This includes your systems, processes, financial planning quality, and controls. The acknowledged international benchmark for best practice is IS0 22222 and we have spent some time with sector experts Standards International looking at what’s involved in attaining ISO 22222, a standard that many advisers are now striving to achieve.
To assess where you stand we are making available a short Gap Analysis which Standards International have created for Adviser Home members. Take a few minutes to go through it and you will quickly gain an insight into what you may need to do to reach ISO 22222.