Jeff Thorsteinson

Jeff Thorsteinson is an industry veteran with more than three decades of professional experience. A former financial advisor, he helped build an award-winning online custodial platform and TAMP. He has also coached countless advisors and firms in the independent space on how to establish conflict-free businesses with tried and tested practice management strategies.

Jeff Thorsteinson
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Are you optimally efficient?
OPINION JUL 08, 2025
Are you optimally efficient?

Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.

5 best practices to brand your process & win more business
OPINION JUN 24, 2025
5 best practices to brand your process & win more business

Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.