Jeff Thorsteinson

Jeff Thorsteinson is a partner in Advisor Practice Management, an organization that helps financial advisors build world-class practices through innovative concepts, tools and systems.

Planning and Advice

Socrates would have made a great financial advisor

Make your discovery process more effective with open-ended questioning

By Jeff Thorsteinson |March 26, 2025

4 min read

Planning and Advice

Earn client confidence: an eight-point checklist

(February 2007) “If you have confidence in your lure, you will catch fish,” says one of the millionaires interviewed by Thomas J. Stanley in his book The Millionaire Mind. There’s wisdom for advisors in those words. When it comes right down to it, confidence is the key to success in this business. Everything you do […]

By Jeff Thorsteinson |February 5, 2007

4 min read

Planning and Advice

It’s not what you say, it’s how you say it

(January 2007) How much of each day do you spend in front of people? If you’re like most advisors, I’ll bet it’s upwards of 50%. Whether you’re in a meeting with clients, top prospects, centres of influence, or simply chatting with your assistant, your success will depend on what you say. Or does it? While […]

By Jeff Thorsteinson |January 5, 2007

5 min read