Your Capacity Coach
Helping Growth-Minded Financial Advisors Increase Capacity, Scale, Grow, Strengthen Teams, Improve Client Experience & Build Practice Value
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.
Contact Me
Helping Advisors Create More Effective Practices
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 Vancouver BC.
Growth-minded
Impact Areas
- Creating Practice Efficiencies for scaling purposes 95%
- Articulating Value 95%
- Practice Systems 95%
- Capturing the biggest opportunities 90%
Accomplishments
Regular Columnist
Regular columnist at advisor.ca and investmentexecutive.com.
Practice Management
Completed over 5,000 practice management projects for advisors.
Avid Fisherman
Jeff’s happy place is when he is in a boat, fishing rod in hand, with family and friends. He has fished up and down the west coast of British Columbia and Haida Gwaii.
Executive Mentor
For 18 years, Jeff has mentored UBC Sauder School of Business students through the UBC Executive Mentorship Program. The program helps mentees “Unleash their Potential” and explore future career opportunities and directions.
. Newsletter Author
Author of “Accelerate Your Practice” newsletter hosted on LinkedIn.
Better Health. Better Life. Better Business.™
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Providing Training & Structure for
Wealth Advisors, Teams and Organizations