<p>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.</p>

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.

Team Off-sites for Financial Services Teams - Refocus and Renew

**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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Mental Health

**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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Team Off-sites for Financial Services Teams - Refocus and Renew

Team Off-sites for Financial Services Teams - Refocus and Renew