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...
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Weekly Team Meetings
Best Practices Podcast
In today’s episode, we’ll tackle the barriers that often lead team leaders to shy away from weekly meetings, and how we can transform these gatherings from dreaded time-wasters into vital, engaging conversations. We’ll discuss key strategies for ensuring these meetings are concise, productive, and most importantly—exciting! You’ll learn about setting clear agendas, keeping meetings on track, and how to create an atmosphere where every team member feels empowered to share their ideas and learn from one another. Tools for this episode:
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Creating Your Team Manual
Best Practices Podcast
Advisors often find themselves in the fast-paced world of sales, where processes and administration can easily fall by the wayside. But what if I told you that by treating your practice like a business, you can achieve smoother operations and enhanced efficiency? The input of one person is the output of the other. A Best Practice for Team management is creating a Team Manual. In this episode, we’ll explore Team Roles and Responsibilities, Administrative and Communication Processes, Client Segmentation and Service Processes, and Utilizing your client service manager and contact information...
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The Power of Annual Client Progress Reviews
Best Practices Podcast
In today’s episode, we dive deep into the power of Annual Client Progress Reviews. Tools:
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Team Off-sites for Financial Services Teams - Refocus and Renew
Best Practices Podcast
In today’s episode, we dive deep into the transformative power of team off-sites, especially within the financial services sector. Today we’re exploring how these retreats can help teams realign their goals, enhance collaboration, and ultimately drive better results.
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How to avoid litigation with Ellen Bessner
Best Practices Podcast
In this episdoe we dive into an important topic: How to Avoid Litigation in a Joint Code Arrangement or Partnership. Joining us is Ellen Bessner, a partner at the renowned litigation boutique law firm . Ellen brings deep expertise in financial services litigation, focusing on the regulatory defence of securities dealers, advisors, and insurance agents—both in court and in CIRO matters, as well as provincial securities and insurance tribunals. In addition to her legal practice, Ellen runs a training business and has authored two insightful books designed to help advisors and agents navigate...
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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...
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.