Michelle Hoskin on Striving for WOW and Operational Excellence – MPAF22

Striving for WOW.

Changing the world one financial adviser at a time.

This is how my guest today describes her mission to introduce operational excellence standards into adviser firms in the UK.

Michelle feels the key and magic ingredient to turning financial services into a true profession is having the ability to consistently deliver quality in everything that we do. A strong cultural approach where everyone knows the business mission, internal and external clients’ needs and how to deliver amazing service.

You might have seen Michelle speak at adviser conferences or watched her YouTube videos.

Hear her boundless enthusiasm for excellence and how achieving International Certification will reignite the WOW factor and transform your business.

Listen how you could stand out from the competition with BS 8577 and ISO 22222 the only quality standards for financial advice and financial planning.

My Guest on Episode 22 of the Marketing Protection and Finance Podcast is Michelle Hoskin.

Michelle Hoskin on Striving for WOW and Operational Excellence - MPAF22

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Who is Michelle Hoskin?

She is the founder and director of Standards International Ltd the UK’s leading and only UKAS accredited certification body specialising in training, assessment and certification to BS 8577 and ISO 22222 standard. This is the British Standard for financial planning.

She’s always believed that the only way to change the future of the financial services is to strive for continual professionalism and best practice among financial planners in the UK and overseas.

Advisers clients’ needs stay at the core of their business and that is why Standards International continue to look for new ways of adding value to their businesses to support them both now and in the future.

Michelle’s Contact links:

Michelle’s other interesting links:

Michelle’s Favourite Companies/People:

Michelle’s favourite books:

Start With Why by Simon Sinek.

 Necessary Endings by Dr Henry Cloud.

Thrive by Arianna Huffington.

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Are you Supporting the Seven Families Income Protection Initiative?

The Seven Families campaign launched nationally at the start November 2014.

I’m confident as a result of the campaign, Income Protection will gain a higher profile in the public consciousness.  Whilst aiding seven in-need families.

7F Supporters-Badge_large (4)

So far the campaign has unveiled two families and the charity Disability Rights UK (DRUK) and the Seven Families (7F) Action Group are finalising their due diligence on the next recipients. Expect more announcements soon.

The aim is to raise awareness of the financial and emotional impact of being unable to work due to long-term health conditions or disability. And to strengthen the voice of disabled people.

To do this the Action Group asked DRUK  to find seven families where accident or illness has forced the main breadwinner out of work. The families also didn’t have insurance.

The families will then receive a monthly income for a year as if they had bought a short-term Income Protection plan, paid for by the group of insures supporting the campaign. They’re giving the money on a charitable basis.

A key element of the initiative is that the campaign will give the families vital rehabilitation which could help them get back to work.

The campaign is about people in need.  It has a simple message at its core – that Income Protection cover can make a huge difference to people’s lives when they really need it.

The key campaign aims are:

  • To raise awareness of people’s financial vulnerability after long-term ill-health or accident
  • To help real families who are facing financial meltdown
  • To show the impact of rehabilitation and counselling through trying to help get people back to work

Listen to Peter Le Beau of the Income Protection Taskforce talking about Seven Families on the MPAF Podcast:

Peter Le Beau on the Seven Families Initiative

Let’s hope that the Seven Families project will become one of the most significant industry initiatives of our generation.

Now it’s your turn: Check out the Seven Families Campaign and support them on Social Media.

Twitter: @7families
Website: www.7families.co.uk
Facebook: www.facebook.com/7Families
Just Giving: www.justgiving.com/7F
YouTube: www.youtube.com/user/sevenfamilies
Income Protection Taskforce Website: www.iptf.co.uk

Caroline Hawkins on Critical Illness Cover and Business Protection – MPAF21

If you’d spent seven years fighting an insurance company for a critical illness claim payment would you have become a passionate advocate for the product?

My guest today is a financial adviser who dealt with just such a prolonged claim.

Rather than put her off protection insurance, Caroline says the experience created a passion for protection. Now she focusses on protection advice. Particularly critical illness cover and business protection.

Caroline uses compelling stories to convince her clients of the need for protection insurance.

My Guest on Episode 21 of the Marketing Protection and Finance Podcast is Caroline Hawkins.

Caroline Hawkins on Critical Illness Cover and Business Protection

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Who is Caroline Hawkins?

Caroline works for Direct Finance Solutions Ltd.

She’s an experienced, fully qualified, independent adviser specialising in Business Protection including tax efficient Life Cover, Key Person cover and Shareholder protection; Personal Protection including Life Cover, Critical Illness Cover and Income protection; Large Loan Mortgages including International Mortgages and Buy-to-Let portfolios.

Her aim is to help people and corporate clients take control of their finances in a friendly and professional way whilst bringing financial peace of mind. Like many financial advisers Caroline concentrates on building long-term relationships with her clients.

Listen to Caroline’s stories about critical illness cover and business protection. Hear her opinions on whether protection is too complex and where the products should go in future.

Caroline’s links:

Caroline’s favourite book:

Tuesdays with Morrie by Mitch Albom.

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