michelle hoskin - what makes her sparkle!

Introduction

Michelle Hoskin is well known for her endless enthusiasm

and energy, infectious personality and unique outlook on

what she describes as a “magical industry”. Michelle has

over 13 years’ experience working with the UK’s leading

and most successful financial services practices, and is

internationally recognised as the font of knowledge and the

leading expert in identifying best practice standards of

operation.

She delivers innovative solutions proven to eliminate theShe delivers innovative solutions proven to eliminate the

debilitating challenges faced by financial services

professionals every day. As a regular speaker at seminars

and workshops, she stimulates and inspires her audiences

with the ideas and insights that she shares with them.

World class – she has recently been elected as one of the

worlds top 30 coaches in financial services by The Elite

Advisor™™™™

Her free time is super special to her and is spent ‘making

home’ with her partner Martin and enjoying quality fun

time with her daughter Ruby Mae!


What does she love to talk about?

� How to find your purpose and release your passion

� Why your TEAM is everything, and why without them success will be your biggest

pipedream!

� How to create and lead your 21st-century professional practice

� Why international quality standards are the key to tomorrow’s professionalism

� Why ‘operational’ best practice makes practice perfection

… and why?

“to be instrumental in leading global professional

excellence in financial services by creating an

environment that inspires all those around her to

achieve their true potential by becoming the best

possible version of themselves”


Who does she love to talk to?

� Financial agents, advisers and planners

� Practice owners and principals

� Practice managers

� Key administrative support persons

� Compliance managers/directors� Compliance managers/directors

� Internal quality auditors

… in the UK and worldwide© 2013 Michelle Hoskin. All rights reserved

Don’t just take our word for it!

“Thanks Michelle! You’re fantastic! I truly appreciate your sharing of your

powerful practice management tools”Ken Royster, Metropolitan Life Insurance Company

“Michelle Hoskin was amazing – I could listen to her all day”

“Thank you Michelle, I’ve already begun implementing some of the

things you shared. Your presentation was a blessing!”Tim Broyles, State Farm Insurance

“Michelle Hoskin was amazing – I could listen to her all day”UK, Unknown

“I very much appreciated you taking the time to share

your best practices. I personally benefited from

your unique approach to help develop

a perfect practice”Kelly Herring, Modern Woodmen of America

“Michelle is an infectious bundle of energy – thank

you for showering me in gold dust yesterday”Damien Rylett, Brunel Capital Partners


Around the world!

She continues to identify the new challenges her clients face – challenges that she

strives to find solutions for.

Anyone who knows Michelle will almost always comment on her endless enthusiasm

and passion for what she does. This comes from her love of the clients she works with

and the amazing role they play in changing the lives of their own clients.

She has delivered many workshops, seminars and conferences to both small and large

audiences at home and overseas. As a recognised expert in back office/operationalaudiences at home and overseas. As a recognised expert in back office/operational

efficiency, she is regularly asked to write articles and provide comments/quotes for

the media and press both in the UK and worldwide.

She has spoken for:

� Institute of Financial Planning (IFP)

� The Personal Finance Society (PFS)

� Million Dollar Round Table (MDRT)

� Advocis: The Financial Advisors Association of Canada

� various UK study, think-tank and agency networks


Why not see for yourself

� Advocis/Taste of MDRT – Halifax, Canada (Create & Lead a 21st-Century Practice)

Short: http://youtu.be/QzBI42YngUc

Full: https://www.dropbox.com/s/ajgqd89zdfzqs43/michelle_hoskin_mdrt_halifax_2013_1280x720.mp4

� Citywire/New Model Adviser – London, England (Better Business Think Tank)

https://www.dropbox.com/s/uxxixfxvqfp4l65/New%20Model%20Adviser%20Video%20%28think%20tank%29

.mp4.mp4

� Strategic Coach Interview – London, England

http://www.strategiccoach.com/program/case_MichelleHoskin.html

� IFP Conference 2013 – Best Practice Presentation

Short: http://www.youtube.com/watch?v=SMinu9TxET8&feature=youtu.be

Full: https://www.dropbox.com/s/qskaiy725fha1hj/IFP2013.mp4


Please note: Should you

have any problems with the

links on this page, please

copy and paste them into

your web browser address

bar or contact us.

Michelle’s achievements…

Standards International Ltd

Standards International is the only UKAS-accredited financial services certification

body in the world to specialise in the training, assessment and certification of

financial services quality standards.

Due to their innovative approach and unique position within the marketplace, they

are proud to be the leaders in the field of certification services to both ISO 22222

Personal financial planning – Requirements for personal financial planners and

BS 8577 Framework for the provision of financial advice and planning services.

Personal financial planning – Requirements for personal financial planners and

BS 8577 Framework for the provision of financial advice and planning services.

Standards International is built on a client-centred approach of continual

improvement. Her clients’ interests and needs and the success of their businesses

remain at the core of what the team do. It is for this reason that they continue to look

for innovative ways of adding value to the financial services profession, supporting

their clients both now and in the future.

www.standardsinternational.co.uk


Training

Training is the fundamental

start of understanding the true

meaning of ‘best practice’.

Delivered through The Training

Academy, our extensive range

of web-based, on-site and off-

site training workshops

guarantee to equip all those

who attend with the knowledge

and tools to fundamentally and

Publications

Achieving professional, structured

systems and procedures is no easy task

– but it is possible. Our toolkits will

assist you in designing, building and

developing your operational team as

well as implementing and managing an

operational structure to make your

business successful.

The toolkits will provide you with the

Consultancy

For our clients, there never seem to

be enough hours in the day to both

run their business and see their

clients. As a result, many of the key

business areas often get neglected

and are literally left to fend for

themselves. Through the support of

The Service Delivery and

Relationship Team, our clients can

benefit from our expert guidance in



who attend with the knowledge

and tools to fundamentally and

positively change the way they

work forever.

Training workshops include:

� ISO 22222 and BS 8577

� Operational Excellence

� Recruitment and HR

Management

� People and

Personal

Development

The toolkits will provide you with the

tools, guides, policies and documents

to:

� organise and structure your working

environment and your team

� achieve effective diary, task and

workflow management

� create your 21st-century back office

� document your key procedures and

practice guidelines

� maintain best practice and strive for

continual improvement

� enhance your clients’ experience

Relationship Team, our clients can

benefit from our expert guidance in

developing each area of their

business, saving them many hours

which they can use to focus on

income generating and client

activities.

Consultancy support includes:

� operational systems audits

� operational infrastructural change

� The Operations Director Service

� HR management and people

development

� team restructuring and

recruitment

Certification Certification to one or both of the leading quality standards (BS 8577 and ISO 22222) in financial services is on the increase.

Many advisers and planners – and their organisations – have finally woken up to the fact that being a professional in today’s

financial services marketplace means so much more than simply best advice: it’s all about delivering quality best practice.

Once we have understood your requirements and objectives we will create a personalised certification scheme proposal to

suit the needs of your organisation, which will include:

� gap analysis and document review (optional)

� pre-assessment, assessment and quality review audits

� process improvement report confirming adherence to the framework



� process improvement report confirming adherence to the framework

By understanding, implementing and adhering to BS 8577 and/or ISO 22222, you and your firm will be able to demonstrate a

continued and high-level commitment to the British and international best practice standard of excellence.

Benefits of certification include:

� recognition from the consumer group Which? and increased marketing and business development opportunities

� opportunities to improve the efficiency, effectiveness and professionalism of the organisation, documents and processes

� being in a position of strength regarding the requirements of regulatory bodies, e.g. the Financial Conduct Authority (FCA)

� exemption from Chartered Insurance Institute (CII) unit AF5 – Financial Planning Process (ISO 22222 certification only)

� standardisation of good working practices

� improved communication (internally/externally)

� a potential reduction in professional insurance costs, due to the reduction in risks

Best Practice Makes Perfect! - Book

Through her work, Michelle has seen first hand that despite financial services being

one of the most technically trained and talented professions in the world there is still

very little support provided to practitioners on how to run and manage a ‘best

practice business’.

As a result, many suffer from the same challenges and

complexities, often with debilitating effects.


www.michellehoskin.com

If today’s practitioner, agent, adviser or planner is to

succeed personally and professionally, they need to

eliminate these challenges or, even better, prevent them

from happening in the first place.

Michelle’s book, Best Practice Makes Perfect!, is packed full

of hints and tips on how to overcome the challenges you

face in running your business.


Copies of Michelle’s book can be ordered from amazon.co.uk: http://tinyurl.com/okdhtkp

Best Practice Toolkits

Every day, Michelle and her team are asked to help financial agents, advisers and

planners and their firms establish systems, procedures and a way of working that

deals with or, even better still, eliminates the challenges that are having a significant

impact on their professional growth, as well as the quality of their personal lives.

To support her clients and their teams in cost-effectively implementing her 5 Proven

Principles for Perfection™, it has been her life’s work to create two ‘Best Practice

Toolkits’ containing numerous documents, checklists, forms, templates and guidelines


Toolkits’ containing numerous documents, checklists, forms, templates and guidelines

covering the depth and breadth of The Seven Key Business Streams™ as outlined in

her book.

These invaluable documents have taken

more than 15 years to create, and promise to

save Michelle’s clients hundreds of hours of

their own time – as, quite honestly, there is

no logic in trying to reinvent the wheel!


We’d love to hear from you!

Should you be interested in finding out more

about any element of our service schedule or

would like to invite me to attend one of your

events, seminars or conferences, either as a

guest or speaker, please feel free to contact my

team and we would be very happy to help.

t: +44 (0)1462 790894

tw: @michellehoskin or@SIISO22222tw: @michellehoskin or@SIISO22222

li: /standardsexpert

e: [email protected]

w: www.michellehoskin.com

We look forward to hearing from you soon.

Michelle x © 2013 Michelle Hoskin. All rights reserved

michelle hoskin - what makes her sparkle!

Economy & Finance

introduction michelle

financial agents

thanks michelle

personal financial planners

practice perfection

operational best practice

century professional

century practice short