December 15, 2025

The six roles as a financial advisor ?

How to turn client meetings into favourable introductions

Financial advisors 

Would you like a copy of our Comprehensive Practice Management Checklist for financial advisors?

How About Your Goals for Your Practice in 2026?

 While each financial advisor's practice may have a different approach, advisors need to understand where their practice needs help, and they will get the right help for the right part of their practice. What areas does your practice need help with?

Free Resources:

21 Page Technology Checklist to Become a Future-Ready Advisor

Fee Audit Checklist for Ideal Prospects

Updated Comprehensive PracticeManagement Guides

We are here to serve your practice. Let’s talk

Contact us to help get clarity around your goals on paper, and have the goals conversation by contacting Jeff at jeff@jeffthorsteinson.com  or Grant Hicks, CIM at grant@ghicks.com 

Regardless if we work together, let’s have a chat and listen to your biggest practice management concerns to help you get clarity around your future business.

To book a NO obligation conversation with me to discuss practice management or coaching, click the following link

Jeff  https://calendly.com/jeffthorsteinson/30-minute-q-a-explore-apm 

Grant  https://my.timetrade.com/book/JMTNJ,  Let’s have a conversation

Jeff Thorsteinson, Grant Hicks CIM  and  Advisor Practice Management's combined financial advisor clients manage over 8 billion AUM, and earn over $80 million dollars combined!

Schedule Appointment 

Visit www.advisorpracticemanagement.com for speaking, workshops, or coaching, contact us below  

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