Meet Joe

Joe Templin has led an eclectic life.

Joseph Royal Ribley Templin is THE Human Kaizen Expert, helping make individuals and organizations better.

Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past three-plus decades in 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 levels, 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 the Immediate Past President of The Autism Society of the Greater Hudson Region. He has been a member of The Ancient Order of Hibernians for over 20 years and is the Captain 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. Joe also 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), and ultramarathons, plus is a 5th Dan Master from the Kukkiwon in Seoul, Korea, and a former International Champion. He is a Pack Master for Cub Scouts, assists the Boy Scout Troop, and lives by the motto “Excellence, as opposed to Convenience.”