Hiring a New Team Member
Best Practices Podcast
In today’s episode, we’re diving into a crucial topic for any growing business: Hiring a New Team Member, exploring smart strategies to build stronger, more effective teams. Before you jump into posting that job opening, it’s essential to pause and reflect. Have you truly explored all options to meet your workload with your current team? Sometimes, reassigning roles, streamlining processes through automation, or reshaping client relationships can increase capacity without the need for new hires. If not, then it’s time to look carefully at what skills your team is missing and design a...
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Bringing New Opportunities to Your Client
Best Practices Podcast
Today, we’re diving into a topic many find challenging yet incredibly rewarding — how to expand your role beyond offering great financial products and services, and become a trusted consultant who addresses your clients’ broader wealth management needs, including estate planning. We know it’s not always easy to talk about what happens after life — taxes, inheritance, and protecting assets for heirs. But by helping your clients plan thoughtfully for the future, you create deeper, longer-term relationships and open doors to substantial new business opportunities for yourself. In this...
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Communicating Change
Best Practices Podcast
In a world where markets shift overnight, technologies evolve daily, and ways of working transform constantly, your clients’ financial lives are in flux — sometimes exciting, sometimes uncertain. Their need for clear, timely, and personalized communication has never been greater. But it’s not just about what you say — it’s how you say it, and *where*. Tools for
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Exploring the intersection of life, family, and financial planning
Best Practices Podcast
Thomas brings not only a strong background in finance and investment strategy—holding licenses to trade in both Canada and the U.S., and currently pursuing his CIM designation—but also a passion for guiding clients through every stage of life with clarity and care. And today, Thomas joins us in a brand-new role—parenthood. He and his wife recently welcomed their daughter, Evelyn, into the world. In this episode, we’ll talk about what it means to balance growing a family with planning for the future, and how thoughtful financial strategies can help parents feel confident as they...
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Proactive Client Contact
Best Practices Podcast
In this episode, we’ll explore how developing and maintaining a disciplined call plan transforms your relationship management — helping you improve time management, reduce reactive work, deepen client trust, and ultimately, increase your share of wallet and referrals. You’ll also hear actionable steps to segment your clients, prioritize contacts by service level, prepare for meaningful conversations, and keep your entire team aligned on outreach goals.
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Your Next Chapter with Susan Latremoille
Best Practices Podcast
Today, we have the privilege of hosting Susan Latremoille, an expert dedicated to helping financial planning professionals and business owners navigate the deeply personal side of transition. Whether it’s exiting a company, stepping out of a leadership role to retire, or planning what comes next after a fulfilling career, Susan brings a unique focus on the human dynamics that often get overlooked—such as identity, purpose, lifestyle planning, and readiness for change. With a remarkable 38-year career as a financial advisor at top firms like Merrill Lynch, RBC, and Richardson Wealth, Susan...
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Managing Your Small Accounts
Best Practices Podcast
Today, we’ll explore why small accounts can be a hidden challenge in your practice and why managing them effectively is crucial for your business’s health. We’ll talk about identifying which small accounts are truly strategic—linked to bigger relationships or important referral sources—and which ones might be better served elsewhere. You’ll hear practical steps on how to audit these accounts honestly, strategies to reduce their numbers wisely over time, and ways to maintain goodwill with clients when you decide it’s time to say goodbye. We’ll also cover how focusing your...
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Having a GPS for your Business
Best Practices Podcast
We will explore the power of having a clear plan for your business — your very own GPS to guide you toward success. Imagine driving on a journey without a map or directions. Even if you somehow reach your destination, how much smoother, faster, and more confident would the trip be with a GPS? In this chapter reading, we dive into why a thoughtfully crafted business plan — one created with input from your entire team—can transform how you operate. We’ll share practical steps to build your plan, tips on involving your team, and how to use tools like calendars and spreadsheets to...
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Self-Care is a Team Sport
Best Practices Podcast
Today's episode, Self-Care is a Team Sport, this Episode explores the real, raw, and revolutionary ways self-care shapes how we show up in life, business, and beyond. Today, we are thrilled to welcome back someone who truly embodies the heart of this work — Christy Nichol, the powerhouse behind the Burnt to Blissed Out Formula. Christy is not only a female business owner and wellness expert, but she’s also a leader who lives her mantra: Body First, Business Second. Her work reminds us that success isn’t just about strategy and hustle — it’s about healing, intuition, and honouring the...
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Keys to Developing and Managing Your Brand
Best Practices Podcast
Today, we have an incredible guest joining us: Olivia Pinho, the dynamic CEO of Amplified Social and co-founder of Baking Bread. With a rich background in digital marketing and a passion for empowering Wealth Advisors, Olivia has developed a proven 4-step method to social media success. She specializes in helping advisors streamline their content creation and execute strategic marketing initiatives, ensuring that they can focus on what they do best—serving their clients. In this episode, we’ll explore the importance of branding and how to create a cohesive brand identity that resonates...
info_outlineIn 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 had and does not necessarily predict a person’s level of success. The second traditional focus is on personality traits (the affective parts of the mind); these can be affected by a given situation and, again, do not necessarily predict how well a person will perform in a job.
Check out the book Do More More Naturally: Empowering Effortless Success and the Freedom to Be Yourself by David Kolbe and Amy Bruske.