Everyday Excellence with Joe Templin

Inspirational Journeys: Stories that Matter

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. He 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 as well as his CHARTERED ADVISOR OF PHILANTHROPY, CLU, and ChFCdesignations and has 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 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 Board Member 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” and co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development. In his free time, Joe enjoys running Ragnars (200 ish mile team relay races) ultramarathons and is a champion-level martial artist. He lives in Ballston Spa, New York, with his hooligan boys Danny, Liam, and Colin. They are huge Yankees fans. Visit www.everyday-excellence.com and use promo code Inspirational Journeys to get 10% off any product on the site. --- Send in a voice message: https://podcasters.spotify.com/pod/show/inspirational-journeys/message