Michelle Hoskin Profile Presentation Overview Why Only Best Practice Makes Perfect!
NAME: Michelle HoskinPROFESSION: Financial Services Speaker • Entrepreneur • AuthorCOMPANIES: The Adviser Partnership – www.theadviserpartnership.co.uk Standards International – www.standardsinternational.co.ukPUBLICATIONS: ‘Best Practice Makes Perfect! 171 inspirational ideas to help achieve a perfect practice’CONTACT DETAILS: EMAIL: firstname.lastname@example.org TELEPHONE: +44 (0)1462 442447 TWITTER: @Michellehoskin LINKEDIN: /standardsexpert WEBSITE: www.michellehoskin.com ADDRESS: 5 The Granary, Fairclough Hall, Weston, Hertfordshire, SG4 7DP, UKABOUT MICHELLE HOSKINMichelle is well known for her endless enthusiasm and energy, infectious personality and unique outlook on whatshe describes as a “magical business”. With over 13 years’ experience working with the UK’s leading and mostsuccessful practices, she is internationally recognised as the font of knowledge and leading expert in identifyingbest practice standards of operation within financial services.Through her work with The Adviser Partnership and Standards International, she delivers innovative solutionsproven to eliminate the debilitating challenges faced by financial services professionals every day. As a regularspeaker at conferences, seminars and workshops both in the UK and overseas (including the Million Dollar RoundTable Annual Meeting – Anaheim 2012) her insights and ideas never fail to stimulate and inspire others to achievethe remarkable.PRESENTATION OVERVIEW – Why Only Best Practice Makes Perfect!The need to demonstrate quality and professionalism within financial services has never been greater. Amid thecurrent plethora of qualifications and achievements quietly sit BS 8577:2012 and ISO 22222:2005, the only Britishand international professional quality standards for personal financial planning.ISO and BS standards are more commonly known within the general business market: standards such asISO 9001 – the quality management standard and ISO 27001 – the information security standard may be familiarto many. The fact is that quality standards have been around for hundreds of years, and they are here to stay.Due to the changing landscape there has never been a better time for financial planners and their organisations toraise their game and increase their professional standing by achieving certification to the standards that will beinstrumental in changing the face of good-quality financial advice and planning services in the UK and throughoutthe world.
Financial Services is changing and there has never been a better time to create a quality centered culture built oninternational and British best practice standards. To support this change, Michelle will introduce the concept andcontent of The Operations Management System™ – a solution which she has created which contains numerousoperational guidelines, process maps and supporting document templates. For many advisers and plannersthroughout the world, this unique solution has provided an invaluable framework, allowing them to be free from theday-to-day workings of ‘the office’ while their team and their business deliver consistent and high levels of clientservice.IDEAS TO TAKE AWAY AND IMPLEMENTIn either a 60- or 90-minute presentation, Michelle’s ideas promise to be to the point, easy to understand and, mostimportantly, easy to explain to an adviser’s or planner’s own support person and/or team. If they are to be successfulin engaging their team’s help to implement the ideas effectively and make appropriate changes, this will proveinvaluable.All attendees will take away a valuable insight and thorough understanding of:1. BS 8577 Framework for the provision of financial advice and planning services2. ISO 22222 Personal financial planning – Requirements for personal financial planners3. Why client care should be at the heart of every activity, and the benefits of certification to clients – both new and existing4. The benefits for firms and planners in achieving BS 8577 and ISO 222225. An understanding of how to achieve certification and the costs involved.Once each of the above areas has been understood and shared with their support person and/or team, firms andtheir planners will be rewarded with the following:1. A greater appreciation of the importance of creating and embedding a ‘quality culture’ throughout the organisation2. The framework on which to build a solid and scalable business model – a model that’s fit for future growth and opportunity3. A different perspective on what it takes to run a business founded on continual improvement and best practice.