I understand the challenges independent and institutional advisors and dealers face as they struggle to compete while dealing with enhanced regulatory reform and ever-changing administrative burdens. Client expectations continue to increase as they seek more value with less cost. This creates an environment where it is difficult for advisors to know where to focus their time, let alone have time to grow their practice. These challenges are where I come in—it’s where I thrive and help advisors achieve results! ⚡POWER UP YOUR PRACTICE WITH THE ENTREPRENEURIAL ADVISOR PROGRAM ⏱SAVE 1000S OF HOURS AND ACCELERATE YOUR PRACTICE SUCCESS I’ve worked with thousands of advisors and delivered countless workshops. I’ve seen everything, from wildly ineffective novice practices to world-class family offices. Working side-by-side with advisors, I bring clarity and provide solutions for success. I consistently help advisors create efficiency. Amazing things happen in our sessions. I call them breakthroughs, aha” moments, or that “thing” advisors had been looking for unsuccessfully. When advisors have the freedom to focus on their goals, their results can be life-changing. Working together, I will help you achieve results by: 🔹 Defining and articulating your value proposition 🔹 Systematizing your practice and implementing technology solutions 🔹 Reducing administrative tasks and potential for compliance issues 🔹 Creating efficient and effective investment strategies 🔹 Capturing new opportunities: new clients, increased assets, higher revenue and improved profitability 🔹 Improving client service and satisfaction 🔹 Creating more referrals 🔹 Achieving work-life balance 🔎If you are looking for more discipline and success in your practice, BOOK A DISCOVERY MEETING with me. Copy and paste the following link to your browser https://calendly.com/jeffthorsteinson/30-minute-q-a-explore-apm Or email or call me: ✉ jeffthorsteinson@hotmail.com | 📞778-628-3165 (Mobile) 🎤MEDIA OPS AND SPEAKING ENGAGEMENTS, Please contact Tammy Clark at 416.527.2871