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Joanne Ferguson

Joanne delivers coaching to help the advisors and firms who are using the Client Insights platform to take meaningful action.
Joanne Ferguson

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.