Jeff Thorsteinson

Jeff Thorsteinson

Jeff Thorsteinson has over 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 role with Assante Wealth Management providing marketing and practice management support to advisors. He has witnessed firsthand the challenges independent advisors and dealers face 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– offering a unique wealth platform that integrates modern technology, business and investment operations, and custody services that tackle the biggest pain points facing advisors.

Today, Jeff works directly with investment dealers and advisors to articulate their value in the marketplace, systemize their business, and capture their biggest opportunities. He authors a column sharing his bench strength in practice management and develops actionable tools to help advisors create more effective practices.

Slow is smooth, smooth is fast

Are you or your team working too fast? Making mistakes? Do you have a high paperwork error rate? Here's the fix…

Slow is smooth, smooth is fast

How to crush it before the next decade

The next decade will leave plenty for financial advisors willing to adapt, innovate, and lead with heart to crush it. So, why wait? Get started now…

How to crush it before the next decade

Are you optimally efficient?

When you're not operating in a systemized manner, mistakes are made and essential documents vanish. Let's take a closer look

Are you optimally efficient?

The resilient client

How wide is your client influence gap?

The resilient client

What does your playbook look like?

We're 60 days into the new year. Have you outlined your goals for the year?

What does your playbook look like?