Best Practices Podcast

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!

Publisher

Best Practices Podcast

Category

business · health & fitness

Language

en

Explicit

No

First episode

17 Dec 2024

Latest episode

30 Jun 2026

Latest episodes

32 episodes in the feed.

1. 

   30 Jun 2026

   Creating Capacity in An Advisor's Life and Business

   Today, we have the privilege of hosting Jeff Thorsteinson, Coach & Consultant, with more than 30 years of industry experience providing marketing and practice management services to financial advisors worldwide. Jeff has also managed his own successful advisor practice and held a senior management role with Assante Wealth Management, providing marketing and practice management support to advisors. He has witnessed firsthand the challenges faced by independent advisors and dealers as they struggle to create effective practices, compete with larger financial institutions, and deliver more value for clients. Knowing there was a better way, Jeff co-founded Agora Dealer Services in Canada– the first end-to-end advisor-client-centric online wealth office, which tackled the biggest pain points facing advisors. Jeff works directly with successful financial advisors and their teams to articulate their value in the marketplace, systemize their business, and capture their biggest opportunities. He authors a weekly column sharing his bench strength in practice management and develops actionable tools to help advisors create more effective practices. Jeff lives in beautiful Vancouver, BC, as my Mom and Dad used to say, God's country. Join us as we dive into a conversation with Jeff and his ability to create capacity in an advisor's business and life. https://www.advisorpracticemanagement.com/benchmark

2. 

   19 May 2026

   All Things 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 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.

3. 

   14 Apr 2026

   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/

Who has been a guest on Best Practices Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Ellen Bessner
• Tim Godfrey
• Sandra Margolese

Podcast Authority Score: 31 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

61

Social presence

0

YouTube

0

Engagement

0

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.