<p>In this episode, Joanne Ferguson discusses the essential best practices for financial services teams, emphasizing the importance of focus, clear roles, and effective processes.</p> <p>Sandra Margolese reads the preface and Chapter 1 'Designing Your Team' from Best Practices: A Handbook for Advisors and Their Teams.</p>

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.

Designing Your Team

**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!

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**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!

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Designing Your Team

Designing Your Team