Joanne’s expertise and record of helping advisors improve performance makes her an exceptional coach. When working with advisors, she brings experience gained over 25 years in the full-service brokerage arena and as the founder of j.e.f. Coaching and Consulting, AP Plus. She is passionate about helping advisors excel, with a strong belief in the need to optimize personal well-being and create a true work-life balance.
Adding to her many accomplishments, Joanne is the author of the book Best Practices, a handbook for advisors and their teams, currently in its second release. Her writing has been featured in many publications and she is also a certified Kolbe Consultant.