In Conversation - Joe Templin Top Five Tips for Human Kaizen


Manage episode 332087625 series 2814247
By Rael Bricker and Lindsay Adams, Rael Bricker, and Lindsay Adams. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

“I've been able to take this concept, and every single day in some way, improve who and what I am. And over the past 49 plus years, I've made some good progress. And I can't wait to see why I can eventually become over the next 50 to 60 years”
Joe’s Top Five Tips For Human Kaizen

1. Worth IT!

2. Pearls

3. Hard

4. Environment

5. Choice


04:02 What is excellence?

10:35 How your environment affects you

15:44 Perseverance is one of the major keys

25:27 Having your goals, and sticking to them to achieve Human Kaizen

Where to find Joe Templin?



Who is Joe Templin?

Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor, and creator. Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40. He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.

Joe earned his CFP® and has written hundreds of review questions for the exam, as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFC designations and qualified numerous times for the Million Dollar Round Table. He has been a business columnist for the Albany Times Union, Adviser Today Magazine, The Ballston Journal, and Insurance News Net. Joe earned his Certified Executive Counsellor designation as well as his Certified Master Executive Counsellor in 2021. Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor and is currently a Vice President of The Autism Society of the Greater Capital Region. He has been a member of The Ancient Order of Hibernians for over 20 years and is the Lieutenant of the Honor Guard. Templin is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development...

175 episodes