Published Works
Books by Joe Templin
Three books. 25 years of experience. One mission: help professionals build practices that grow through relationships, not cold calls.
Book one
Becoming an
Introduction Machine
“How to Build an Introduction-Based Business in Under 90 Days”
This is the book that started it all. Joe’s complete methodology for building an introduction-based financial services practice — including the 90-day system, the tier-based performance model, scripts for every situation, and the $100-per-introduction math that changed everything.
What's Inside
- The difference between referrals and introductions — and why it matters
- The If/Then Agreement: the verbal contract that makes asking easy
- The tier system: exactly how many appointments you need for each level
- Exact scripts for first meetings, follow-ups, and COI conversations
- The 90-day implementation system with tracking worksheets
- Real examples from 25 years and 7,500+ client meetings
More from Joe
Additional Published Books
2
Book Two
Financial Mistakes of Young Professionals: What They Didn't Teach You!
The financial planning mistakes that cost young professionals thousands — or tens of thousands — of dollars, and how to avoid every single one. Written for the millennial and Gen-Z professionals who are financially literate about everything except the stuff that actually matters.
3
Book Three
Choices: Creating a Financial Services Career
Co-authored with Stolk
A comprehensive guide to building a career in financial services — from your first week to running your own agency. Covers everything from licensing to practice management to the mindset it takes to survive and thrive.
Everything You Need to Build an Introduction Machine
Daily Reflection
Wisdom of Others’ Words (Editor’s Draft)
Framework
Every Day Excellence
Joe’s framework for daily excellence across all dimensions of life and work — the foundation of the Human Kaizen philosophy. For professionals who understand that the practice you build is a reflection of the person you become.
Free Download
Want a Taste Before You Buy?
Download the first chapter of Becoming an Introduction Machine — free. No catch. Just the methodology, in Joe’s voice, starting from page one.
Already a member? The full book is in your library.
Email directly: joe@joetemplin.com
Connect on LinkedIn
Response time: 24–48 hours on business days
Fill out this Form
Send a Message
Fill out the form and Joe will get back to you personally within 48 hours. Select what you’re reaching out about so we can route your message right.