Managing Relationships and Referrals
Best Practices Podcast
Welcome to the podcast, where we dive into the fascinating journey of Tim Godfrey, a retired financial advisor who successfully transitioned into the world of entertainment. Tim shares his unique insights on how he built lasting connections with his clients, and colleagues and the influential role of voice over the phone in establishing trust and rapport. In this episode, Tim opens up about the lessons he’s learned throughout his career, how he shifted to entertainment, the thing is, both industries are about understanding people. In finance, it was about understanding clients’ needs and...
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Capturing Your Value
Best Practices Podcast
In this episode, Joanne Ferguson chats with , who has over 30 years of industry experience with technology and financial leaders including Microsoft, Blackberry and Manulife. Brendan is a business builder, college professor and passionate advocate for financial education. As a longtime entrepreneur and father of two young men, Brendan understands the importance of financial literacy and is dedicated to helping the next generation move forward with knowledge, skills and confidence. He helps wealth advisors use financial education to attract, satisfy and retain multi-generational clients. After...
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Trending Forward - Change is the Ultimate Certainty
Best Practices Podcast
In this episode, Joanne Ferguson chats with Christy Nichol. This episode is focused on Burnt Out to Blissed Out! is the owner of the Burnt to Blissed Out Formula. A female business owner who understands the human body and business. Body First, Business Second is her motto. Joanne thought of speaking to a woman who cares and is an inspiration with her work. After the chat, you will hear Chapter 23, Trending Forward, change the Ultimate Certainty read by Sandra Margolese.
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Leading Your Team
Best Practices Podcast
Welcome to today’s episode! In this candid conversation, Joanne Ferguson sits down with leadership expert Sofia Costantini to explore the true essence of leadership. As a top educator, presenter, and leader in the wellness field, Sofia is deeply passionate about helping others achieve both personal and professional success while emphasizing the importance of self-care. With over 30 years of experience in empowerment and leadership management, Sofia shares invaluable insights on how to build a successful team through positive leadership, all while maintaining a balanced, healthy mindset....
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Powerful Process Management
Best Practices Podcast
In this episode, Joanne Ferguson chats with Katie Attard, the person founders and executives turn to when they need a reliable partner to help their business thrive. Whether you're launching a new venture or scaling your operations, she is here to provide the strategic support you need to make your business scale with confidence. Sandra Margolese reads Chapter 7 'Powerful Process Management' from Best Practices: A Handbook for Advisors and Their Teams.
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Building a Powerful Online Presence
Best Practices Podcast
In this episode, Joanne Ferguson chats with Chris Crocker, a seasoned consultant in web development, digital and educational marketing, and sales. Chris's authentic approach to clients supports their needs and excels at helping them reach their goals. He is the Owner and Director of and a partner at , which offers Education-based growth programs for Financial Professionals. Sandra Margolese reads Chapter 13 'Building a Powerful Online Presence' from Best Practices: A Handbook for Advisors and Their Teams."
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The Big Picture
Best Practices Podcast
In this episode, Joanne Ferguson chats with . Head of Performance Optimization, Well-being and Mindfulness ~ Olympic and High Performance Leader, Throughout his 20+ years in Olympic sport over nine Olympic Games, He has helped elite performers and teams across the globe achieve success. As a former competitive hurdler and coach, he has learned first-hand the importance of mindfulness in achieving success – more than a series of techniques, but a personal journey. This episode is paired with Chapter 22, 'The Big Picture' from Best Practices: A Handbook for Advisors and Their Teams." read by...
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Succession Planning
Best Practices Podcast
In this episode, Joanne Ferguson chats with , with over 35 years of experience in the financial industry as a Director, Associate Portfolio Manager, and Senior Advisor with a full-service brokerage firm, Brent brings to us his start in the industry and his passionate about a healthy succession. This episode is paired with Chapter 20, 'Succession Planning' from Best Practices: A Handbook for Advisors and Their Teams." read by Sandra Margolese.
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Telling Your Story
Best Practices Podcast
In this episode, Joanne Ferguson chats with , Vocal Coach, Writer, Singer, and Voice Actor - Vocal students worldwide have been inspired by Sandra to explore possibilities and reach objectives in their chosen professions. With passion and a commitment to excellence, she shares her vocalization techniques to help people unleash their potential, move beyond fears, and utilize their unique instrument – the voice. Sandra Margolese reads Chapter 16 'Telling Your Story' from Best Practices: A Handbook for Advisors and Their Teams."
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Instinct, Drive and Talent
Best Practices Podcast
In this episode, Joanne Ferguson, Coach and Consultant in the Financial Services Industry since 2001, chats about how she came upon Kolbe Wisdom, Insights, and the power of this assessment, the power of people. Sandra Margolese reads Chapter 2, “Instinct, Drive and Talent” from Best Practices: A Handbook for Advisors and Their Teams,Third Edition. The power driving our actions is human instinct. Despite its prime importance, assessment tools have historically focused on two other areas. One area of focus is cognitive (IQ), which is influenced by the learning opportunities someone has...
info_outlineIn this episode, Joanne Ferguson discusses the essential best practices for financial services teams, emphasizing the importance of focus, clear roles, and effective processes.
Sandra Margolese reads the preface and Chapter 1 'Designing Your Team' from Best Practices: A Handbook for Advisors and Their Teams.