With over 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 role with Assante Wealth Management providing marketing and practice management support to advisors. He has witnessed firsthand the challenges independent advisors and dealers face 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– offering a unique wealth platform that integrates modern technology, business and investment operations, and custody services that tackle the biggest pain points facing advisors.
Today, Jeff works directly with investment dealers and advisors to articulate their value in the marketplace, systemize their business, and capture their biggest opportunities. He authors a column sharing his bench strength in practice management and develops actionable tools to help advisors create more effective practices.
