“When advisors have the freedom to focus on their goals, their results can be life changing.”
Jeff understands the challenges independent advisors and dealers face as they struggle to compete with larger financial institutions. At the same time, they’re dealing with enhanced regulatory reform and ever-changing technology. 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 – let alone have time to focus on growing their practice. These challenges are where Jeff comes in – it’s where he thrives, helping advisors achieve results!
POWER UP YOUR PRACTICE WITH THE ENTREPRENEURIAL ADVISOR PROGRAM
SAVE 1000S OF HOURS AND ACCELERATE YOUR PRACTICE SUCCESS
Jeff has worked with thousands of advisors and has delivered countless workshops. He’s seen it all: from wildly ineffective novice practices to world-class family offices. Working side-by-side with advisors, Jeff brings clarity and provides solutions for success. He consistently helps advisors create efficiencies. Amazing things happen in his sessions. Jeff likes to call them breakthroughs or “aha” moments or that “thing” advisors had been looking for unsuccessfully.
Working together, Jeff 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 Jeff by emailing – Jeff@AgoraCorp.ca