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Joanne Ferguson, Co-Founder, Coach and ConsultantJoanne is a co-founder and owner of Advisor Pathways established in 2001, a highly regarded consultant, entrepreneur, and personal coach to advisor teams and individuals, with an exceptional record of improved performance. She partners with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential.
She has over 25 years of experience in the full-service brokerage arena and as a Certified Professional Coach, applies her genuine approach and commitment through her company, j.e.f. Coaching and Consulting, AP Plus focusing on her passion for helping people and businesses across North America, become the best they can be. 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. Financial publications have featured her writing, and she has been a columnist for Investment Executive and Advisor.ca. Joanne continues to learn and enhance her coaching skills through further education and life experience. She is a certified Kolbe Consultant and Youth Advocate. |
Nancy Taylor, Kolbe Internal Expert, Marketing Specialist
Nancy provides comprehensive marketing and client service experience from a background of graphic design, marketing, branding, illustration and law. Nancy brings creative vision and practical applications to new and existing business relationships forged by Advisor Pathways and j.e.f. coaching & consulting. She has great satisfaction in sharing the power of Kolbe Wisdom with clients to provide insight into life and work goals.
Nancy provides comprehensive marketing and client service experience from a background of graphic design, marketing, branding, illustration and law. Nancy brings creative vision and practical applications to new and existing business relationships forged by Advisor Pathways and j.e.f. coaching & consulting. She has great satisfaction in sharing the power of Kolbe Wisdom with clients to provide insight into life and work goals.
Partners and Affiliates
Joanne is the Co-Founder and Director of Possibilities for Wealth.Advisors.to, an online training organization for wealth advisors and financial organizations who seek to optimize personal well-being and create a true work-life balance.
Joanne is a Client Insights Coach for absoluteengagement.com helping financial advisors and advisory firms drive growth and referrals. She delivers coaching to help the advisors and firms who are using the Client Insights platform to take meaningful action.
