Creating Capacity in An Advisor's Life and Business

Today, we have the privilege of hosting Jeff Thorsteinson, Coach & Consultant, with more than 30 years of industry experience providing marketing and practice management services to financial advisors worldwide. Jeff has also managed his own successful advisor practice and held a senior management role with Assante Wealth Management, providing marketing and practice management support to advisors. He has witnessed firsthand the challenges faced by independent advisors and dealers as they struggle to create effective practices, compete with larger financial institutions, and deliver more value for clients. Knowing there was a better way, Jeff co-founded Agora Dealer Services in Canada– the first end-to-end advisor-client-centric online wealth office, which tackled the biggest pain points facing advisors. Jeff works directly with successful financial advisors and their teams to articulate their value in the marketplace, systemize their business, and capture their biggest opportunities. He authors a weekly column sharing his bench strength in practice management and develops actionable tools to help advisors create more effective practices. Jeff lives in beautiful Vancouver, BC, as my Mom and Dad used to say, God's country. Join us as we dive into a conversation with Jeff and his ability to create capacity in an advisor's business and life. https://www.advisorpracticemanagement.com/benchmark