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...
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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:
info_outlineIn this episode, Joanne Ferguson chats with Brent Moody, 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.