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 Campfire Digital Marketing and a partner at BakingBread , which offers Education-based growth programs for Financial...

In this episode, Joanne Ferguson chats with Derek Convington . 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 mindfuln...

In 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 Handboo...

In this episode, Joanne Ferguson chats with Sandra Margolese , 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...

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....

In 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.

Hello everyone, my name is Joanne Ferguson. I have been in the financial services industry since 1990, working in a variety of roles—from branch operations to regional platforms, as well as in technology and training, conducting roll-outs across the country. One of the most impactful elements has always been the concept of Best Practices, and I have had the privilege of sharing this valuable infor...