Cover image of show Best Practices Podcast

Best Practices Podcast

Podcast by Best Practices Podcast

English

Business

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About Best Practices Podcast

**BEST PRACTICES PODCAST** 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 information with advisors and their teams throughout North America for the past few decades. As a long-time coach and author, I am excited to share insights from the third edition of *Best Practices—A Handbook for Advisors and Their Teams*. These tips and guidelines have helped teams grow, become better organized, and hone in on their unique qualities within the industry. The best part of this podcast will be the guests who contribute to each topic or interview, providing rich insights that can support your business, your team, and your life! Thank you for tuning in! 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 information with advisors and their teams throughout North America for the past few decades. As a long-time coach and author, I am excited to share insights from the third edition of Best Practices—A Handbook for Advisors and Their Teams. These tips and guidelines have helped teams grow, become better organized, and hone in on their unique qualities within the industry. The best part of this podcast will be the guests who contribute to each topic or interview, providing rich insights that can support your business, your team, and your life! Thank you for tuning in!

All episodes

31 episodes

episode Rethink Etiquette artwork

Rethink Etiquette

Today, we have the privilege of hosting Susy Fossati, Founder & Director of Avignon Etiquette, one of Canada's leading authorities on modern etiquette, executive presence, and strategic soft skills, trusted by corporate leaders, families, and schools alike to cultivate confidence, sophistication, and lasting influence. Susy's expertise is grounded in global best practices shaped by elite instructors advising the world's most influential private households and high-performing organizations. She partners with forward-thinking organizations, families, and educational institutions to deliver tailored workshops, private coaching, and immersive experiences, helping participants navigate professional, social, and public environments with poise, strategic awareness, and authenticity. Whether preparing client-facing teams, guiding students in schools, or coaching families, Susy equips individuals and groups to strengthen trust, elevate personal and organizational brand, and build meaningful, cross-cultural relationships that leave a lasting impression. Join us as we dive into a conversation with Susy, a leading Canadian voice on etiquette. She brings insight and authority to every conversation on modern manners and professional poise. https://www.avignonetiquette.com [https://www.avignonetiquette.com] Susy Fossati, Founder & Director of Avignon Etiquette, one of Canada's leading authorities on modern etiquette, executive presence, and strategic soft skills, is trusted by corporate leaders. She partners with forward-thinking organizations, families, and educational institutions to deliver tailored workshops, private coaching, and immersive experiences, helping participants, families, and schools alike to cultivate confidence, sophistication, and lasting influence. Susy's expertise is grounded in global best practices shaped by elite instructors advising the world's most influential. She partners with forward-thinking organizations, families, and educational institutions to deliver tailored workshops, private coaching, and immersive experiences, helping participants in private households and high-performing organizations.

19 May 2026 - 33 min
episode Operational effectiveness and the hidden cost of undocumented systems artwork

Operational effectiveness and the hidden cost of undocumented systems

In this episode, we dive into a topic that almost every growing financial services team faces — but few talk about openly: operational effectiveness and the hidden cost of undocumented systems. Our team has been working together since 2003. We're highly in sync. We move fast. We 'just know' how things work. But when a new team member joins, that rhythm becomes a barrier rather than a strength. The core issue isn't about one person's performance — it's about the absence of documented processes, clear KPIs, and a defined source of truth. So today, we're speaking with Katie Attard, an expert in operational effectiveness to unpack: * How teams unintentionally create invisible systems * Why undocumented culture becomes risky * And how to build scalable infrastructure without slowing momentum Learn more about our guest Katie Attard: https://www.konduitoperations.com/

14 Apr 2026 - 34 min
episode Meeting Your Clients' Bigger Financial Needs Together artwork

Meeting Your Clients' Bigger Financial Needs Together

Special Guest, Karen Gowdy, Senior Estate and Insurance Advisor. Karen, with a remarkable 35-year career in the Financial Services & Insurance Industry, provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity. Her work is especially key to delivering exceptional client experiences to all advisors and clients across Eastern Ontario. Beyond her advisory roles, Karen's mantra is family first. https://www.linkedin.com/in/karen-gowdy-32503332/ [https://www.linkedin.com/in/karen-gowdy-32503332/] Unleashing Your Hero: Rise Above Any Challenge, Expand Your Impact, And Be The Hero The World Needs [https://www.indigo.ca/en-ca/unleashing-your-hero-rise-above-any-challenge-expand-your-impact-and-be-the-hero-the-world-needs/9781400228768.html]

23 Jan 2026 - 29 min
episode Hiring a New Team Member artwork

Hiring a New Team Member

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 role that fills those gaps — not one created just to help a specific person or out of convenience. Chapter 3 Tool [https://advisors.to/content/uploads/Tool-Chapter-3.pdf]

23 Dec 2025 - 12 min
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