PFS Keystone Conference 2018
The Personal Finance Society, in association with MDRT UK, is bringing together a wide range of top class, internationally recognised speakers who will share their philosophies and inspirational business ideas at this first-of-it’s-kind event, taking place at the Chartered Insurance Institute in London on 25 September.
Michelle is thrilled to be taking to the stage to share her concept, The Future You™. To learn more about the day and download an agenda please click here.
Quilter Cheviot PARAPLANNER ROADSHOW
The profile of the paraplanner is undoubtedly on the rise and we are beginning to refer to it as the new, untapped “super power” within firms. Quilter Cheviot has acknowledged this by creating their own specialist, dedicated roadshow for paraplanners and Standards International is thrilled to be participating in the very first round of Quilter Cheviot Paraplanner Roadshows throughout September and October 2018. We look forward to providing an insight into The Paraplanner Standard™ alongside a variety of key speakers and investment experts. For more details and to register for a Paraplanner Roadshow near you click here.
MDRT – Top of the Table
Following her presentation in the connexion zone at this year’s MDRT Annual Meeting in Los Angeles, Michelle is extremely honoured to have been invited to join MDRT again at the Top of the Table Annual Meeting 2018. This year’s event will be taking place at the Fairmont Orchid on the stunning Kohala Coast, Hawaii from 3-6 October 2018. Michelle looks forward to introducing The Paraplanner Standard™ to some of MDRT’s highest performers at this exclusive, unparalleled event.
Humans Under Management – London 2018
After an awesome inaugural event last November, Humans Under Management is coming back to London. Tickets for the 2018 event, taking place on 1 November, are on sale now! Promising a line-up equally as knock-out as last year, Michelle’s already got her ticket and hopes to see you there! More details can be found here and you can watch videos of last year’s amazing speakers here.
London National Financial Planning Symposium 2018
Standards International is excited to announce we will be hosting a stand at the 2018 London National Financial Planning Symposium, taking place in London on 22 and 23 November, where our very own Little Miss WOWW! will also be taking to the stage.
Incredibly powerful forces are driving change in the way professional financial advice is delivered and we can’t wait to explore the opportunities arising from this further. To find out more, download an event agenda and book your free space, let the forces guide you to click here!
CISI Insource vs Outsource Paraplanning Debate
Michelle’s delighted to be joining the debate panel at this CISI Northern Home Counties event in Milton Keynes on 28 November. As part of this event, which also includes a focus session on integrity at work, Michelle will be joined by Damian Davies of Timebank and Michelle Wilson-Stimson of Eparaplan. She looks forward to participating in some engaging discussions around paraplanning provision. For details and registration for this event, which is free to CISI members, please click here.
BSI Standards Forum and Awards
Dee and Kelsey will be attending the BSI Standards Forum and Awards at the Park Plaza London Riverbank on 29 November, where they look forward to hearing from industry leaders as they discuss the opportunities and challenges of standards in the global marketplace. The event will also include the BSI Standards Awards ceremony, BSI’s most prestigious awards in recognition of outstanding contributions to standards making.
Fancy joining us? For more details and to register via eventbrite please click here.
Financial Planner Marketing Summit 2019
We’re super-excited to announce Michelle will be joining Martin Bamford on stage at this unique event taking place at The Electric Theatre, Guildford on 21 June 2019. Michelle is one of eleven engaging speakers who’ll be sharing the latest thinking about the art and science of marketing for Financial Planners. This is a day not to be missed! Learn more and secure your ticket now via eventbrite.
International Adviser Future Advisory Forum Europe
Michelle was extremely proud to join International Adviser as keynote speaker for their second annual Future Advisory Forum Europe in association with FEIFA on Thursday 20 September at the Courthouse Hotel, Shoreditch, London. To find out more click here.
12 September saw the sponsor-free lifestyle planning conference BACK2Y return to the ICC in Birmingham. Michelle enjoyed the inspiring presentations and the welcome opportunity to mingle and catch up with many of our lovely clients, both old and new. Check out Little Miss WOWW! on Twitter for her favourite quotes and takeaways from the day!
The WOWW! Workshop™
We were super-excited to hold a run of four awesome WOWW! Workshops™ in 2018 – all of which took place in London in January, March, May and July.
The WOWW! Workshop™ is a unique experience, designed for financial professionals. Hosted by Michelle Hoskin, it promises to totally INSPIRE! Find out more about our workshops, along with testimonials from previous delegates here.
MDRT Annual Meeting 2018
Michelle enjoyed mingling with the global audience at this year’s MDRT annual meeting in Los Angeles, California on 24-27 June. She was also thrilled to deliver a presentation on the power of coaching in the connexion zone where she gave her audience an insight into The WOWW! Matrix™.
CISI regional meeting
Our WOWW! Coach and certification scheme assessor, Joanne Mullen, shared how “Best Practice Makes Perfect” at the Lancashire and Cumbria branch meeting on the afternoon of 7 June 2018. She introduced delegates to the British and International financial services best practice standards of BS8577, BS8453, ISO 22222, along with our newest offering, The Paraplanner Standard™ and enjoyed providing them with an insight into just how awesome standards can be!
Power Live, the future of financial planning
Michelle had great day at this Personal Finance Society event held at the National Conference Centre, Solihull on 5 June 2018. A series of inspirational speakers and practitioners touched on topics such as behavioural economics and the benefits of coaching.
On the road with New Model Adviser®
Little Miss WOWW! went on the road throughout May 2018 with New Model Adviser®. She provided a wealth of best practice tips and insight, together with hosting lively panel discussion sessions, joined by a selection of top regional IFAs – including some of our wonderful clients!
Watch Michelle’s promotional interview with Ian Horne, which introduced these events, here.
BSI Standards Forum 2018
Standards International was delighted to be participating in the 2018 BSI Standards Forum on 26 April, joining prestigious industry leaders who gave their insights into the opportunities and challenges of standards in a global marketplace.
Michelle and Neil Masters of the National Trading Standards Scams Team co-chaired a breakout session based around PAS 17271 Protecting customers from financial harm, which launched in November 2017, where they discussed fraud and data security challenges in financial services.
A video of highlights from the 2017 Standards Forum can be found here.
Nucleus Illuminate Diversity Event
The SI team were incredibly proud to support Michelle as she opened this exciting Nucleus event exploring the value of diversity which took place at BAFTA in London on Thursday 8 March 2018 (International Women’s Day).
Michelle introduced three sessions of four presenters who provided some varied and inspirational TED-style talks around the many aspects of diversity. She also chaired some enlightening panel discussions after each session to probe the presenters further using questions provided by the audience.
Missed out on the day? You can watch recordings of the event speakers via the Nucleus Financial YouTube channel, where you can also catch up on their Diversity video playlist.
Nucleus has signed up to the Women in Finance charter and set itself the target of 40% of all senior roles filled by women by 2021. You can read more about what led them to mastermind this unique event (which we hope will become a regular fixture!) here.
LifeTalk LIVE 2018
Kicking off the year with a bang, Michelle was thrilled to take part in LifeTalk LIVE 2018 in London on 25 January 2018.
This unique event for financial professionals, inspired by the global success of TED and TEDx conferences, aimed to share new ideas and insights around the future of Financial Planning, Personal Finance, Online Advice and the Business of Financial Advice. As one of a succession of fabulous speakers, which also included one of our lovely clients, Justin King, Michelle had just fifteen minutes to work her magic onstage. The event created a real buzz on twitter and wholeheartedly delivered on its promises – new thinking, challenging concepts, notions, predictions, wisdom and big, bold ideas – we can’t wait for next year!