Who is The Intro Machine?
Meet Joe Templin, CEO & Co-Founder
Joe started his financial services career in 1995 as a College Intern with Northwestern Mutual Life Insurance Company while working on his MBA at RPI, and became a full-time Financial Representative in 1997. He was a Top 10 Mike Gish Qualifier the next year, and later a Top 10 College Unit Director in addition to serving on NML’s Recruiting, Retention and Diversity Committee. He has numerous MDRT and NQA qualifications and has recruited over 60 agents into the business.
Joe has served NAIFA on the Local, State and National levels and was an Advisor Today 4 Under 40 Winner in 2011. He has spoken all over the country and has authored several Amazon Top Sellers. He earned his Certified Financial Planner®, Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Adviser of Philanthropy designations in addition to being a 4th Dan Black Belt Instructor in Tae Kwon Do.
Joe is the Founder of the Unique Minds Consulting Group and creator of the Muller-Templin Simplification Ratio for comparing after-tax risk-adjusted returns of disparate financial assets.
Joe lives in Ballston Spa, NY with his three hooligan sons.
Jim Gilbert, MBA, CTO
Jim has been in IT Management and consulting for over 20 years and has formed numerous profitable online businesses. He currently splits time between building The Intro Machine, digitizing the educational publishing industry, and photographing rock stars. We aren’t kidding, Jim has solved major dilemmas in online learning resulting in tens of millions of dollars of increased revenue to his clients and you name the band from Metallica to Willie Nelson, BB King to Imagine Dragons, he’s photographed them all.
Jim lives in the Capital Region with his fiancee, their shared children, and their two golden retrievers.
R. Thad Lincoln, Co-Founder
Thad started his financial services career in 1996 as a registered representative with New York Life Insurance Company and shortly thereafter became an investment advisor representative with Eagle Strategies, LLC.
During his time at New York Life, Thad was a member of the Nautilus Group, an invitation-only organization for elite New York Life agents. He received numerous awards while at New York Life including: Annuity Champion 1998 & 2002-2012, Life All-star, 2008 & 2009, Senior Associate of the Year, 2009 West Central Zone VP, GLI Leader, Life Leader, and Life Premium Leader. He was also a multi-year New York Life Council Member.
Thad founded Retirement Concepts Group in 2005 to complement his business efforts and emphasize his unique abilities in the retirement planning market. He is a qualifying and life member of the Million Dollar Round Table (MDRT), which is recognized internationally as the standard for sales excellence in financial services.
Thad was deeply honored to be elected by his industry peers to serve as the 2013-2014 president of the National Association of Insurance and Financial Advisors’ (NAIFA) Missouri chapter. NAIFA is an organization which represents the interests of insurance and financial professionals throughout the United States. He has held other offices including: NAIFA Heart of America President 2003-2005, State Secretary-Treasurer, Young Advisers Team State Chair, National Young Advisors Committee member, and a Greater KC Young Advisors Committee Board Member. Thad was a recipient of the prestigious Herbert A. Hedges Award given to NAIFA members recognizing outstanding dedication to industry, community, church, and family.
Like any great venture, there are people behind the scenes sharing great ideas and helping wherever possible. TIM is no exception.
Shane Westerhoelter is the CEO of Gateway Financial Advisors and was chosen as the 2019 Global Excellence CEO of the Year in Financial Services.