Michelle Hoskin - Speaker and Presentation Overview

1. NAME: Michelle Hoskin
PROFESSION: Financial Services Speaker • Entrepreneur • Author
COMPANIES: The Adviser Partnership – www.theadviserpartnership.co.uk
Standards International – www.standardsinternational.co.uk
PUBLICATIONS: ‘Best Practice Makes Perfect! 171 inspirational ideas to help achieve a perfect practice’
CONTACT DETAILS: EMAIL: support@michellehoskin.com
TELEPHONE: +44 (0)1462 442447
TWITTER: @Michellehoskin
LINKEDIN: /standardsexpert
WEBSITE: www.michellehoskin.com
ADDRESS: 5 The Granary, Fairclough Hall, Weston, Hertfordshire, SG4 7DP, UK
ABOUT MICHELLE HOSKIN
Michelle is well known for her endless enthusiasm and energy, infectious personality and unique outlook on what
she describes as a “magical business”. With over 13 years’ experience working with the UK’s leading and most
successful practices, she is internationally recognised as the font of knowledge and leading expert in identifying
best practice standards of operation within financial services.
Through her work with The Adviser Partnership and Standards International, she delivers innovative solutions
proven to eliminate the debilitating challenges faced by financial services professionals every day. As a regular
speaker at conferences, seminars and workshops both in the UK and overseas (including the Million Dollar Round
Table Annual Meeting – Anaheim 2012) her insights and ideas never fail to stimulate and inspire others to achieve
the remarkable.
PRESENTATION OVERVIEW – The Magical Number 7!
There are many financial advisers and planners throughout the UK and overseas who would agree (if they were
honest) that they are not natural business owners or leaders. Despite this, many have become victims of their own
success, finding themselves responsible not only for winning and developing relationships with clients but also for
looking after the day-to-day running of the business. Despite their every effort to delegate (albeit badly), this includes
taking care of staff development, IT, operations and – of course – managing the financials.
With all this on their plate, many advisers and planners often find themselves bumbling along, with very little business
focus, vision and direction. The consequence is the final realisation that they never quite made it; they never quite
reached their true potential as a business owner – or even as a financial adviser or planner.
Through Michelle’s own personal experience of having two very successful and busy businesses and a young family,
she knows first-hand that it is essential constantly to balance being great at her job while at the same time running
and driving a great business.
By sharing The Seven Key Business Streams™, the audience will gain an appreciation for the key areas that
every business owner should understand if they are to build a business that clients want to work with and that
people want to work for!

2. In addition, Michelle will introduce the concept and content of The Operations Management System™ – a
solution she has created which contains numerous operational guidelines, process maps and supporting document
templates. For many advisers and planners throughout the world, this unique solution has provided an invaluable
framework, allowing them to be free from the day-to-day workings of ‘the office’ while their team and their business
deliver consistent and high levels of client service.
IDEAS TO TAKE AWAY AND IMPLEMENT
In either a 60- or 90-minute presentation, Michelle’s ideas promise to be to the point, easy to understand and, most
importantly, easy to explain to an adviser’s or planner’s own support person and/or team. If they are to be successful
in engaging their team’s help to implement the ideas effectively and make appropriate changes, this will prove
invaluable.
All attendees will take away a valuable insight and thorough understanding of The Seven Key Business Streams™,
which include:
1. Business Management
2. Financial Management
3. Human Resource Management
4. Financial Advice and Planning Services
5. Client Management
6. Marketing and Business Development
7. Technology
Once each of The Seven Key Business Streams™ is understood, shared with the support person and/or team and
effectively addressed, they will be instrumental in changing the way advisers and planners work and will reward them
with one or more of the following:
1. A much clearer vision and plan for the business as a whole
2. A feeling of relief from knowing that they are not expected to take on every role within the business
3. A realisation of the opportunities that exist both for the business and for them personally, and a clear path showing
how to achieve their true potential
4. A renewed enthusiasm and enjoyment for what they do.