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: https://advisors.to/content/uploads/Tool-Chapter-5.pdf

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 for resources.

https://advisors.to/content/uploads/Tool-Chapter-8.pdf

In today’s episode, we dive deep into the power of Annual Client Progress Reviews.

https://advisors.to/content/uploads/Tool-Chapter-11.pdf

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.

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 Babin, Bessner Spry LLP. 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 their compliance obligations. Her books are accessible, easy to read, and free from legal jargon. Ellen is also a regular contributor to Investment Executive, where you can subscribe to receive all of her articles directly to your inbox. Stay tuned as Ellen shares her invaluable advice on avoiding litigation when working in joint arrangements, drawing from her wealth of experience and practical guidance.

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 helping them plan for their future. In entertainment, it’s about understanding the audience—what resonates with them, what emotions are involved. In both, you can build trust and relate to people on a personal level, the work will always be more impactful. In today’s world of digital communication, we sometimes lose sight of the importance of that personal touch. Join us for an inspiring conversation about connection, communication, and reinvention!

Also, stay tuned as Sandra Margolese reads Chapter 17, “MANAGING RELATIONSHIPS AND REFERRALS” from Best Practices: A Handbook for Advisors and Their Teams, Third Edition.

Tools from Chapter 17!

In this episode, Joanne Ferguson chats with Brendan Kenalty, 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 our chat, you will hear Chapter 21, Capturing Your Value read by Sandra Margolese.

Brendan's comany Baking Bread

In this episode, Joanne Ferguson chats with Christy Nichol. This episode is focused on Burnt Out to Blissed Out! Christy Nichol 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.