Jeff helps advisors break through the chaos and build thriving, profitable practices. The financial advisory world is tougher than ever. Independent and institutional advisors are drowning in regulatory reform, administrative headaches, and rising client expectations. It’s a perfect storm, leaving little time for growth or clarity on where to focus.
That’s where he comes in. His zone of genius is helping advisors like you achieve clarity, process, systems, efficiency, and laser-focused success. With a wealth of over 30 years of industry experience, Jeff has been a trusted provider of marketing and practice management services to financial advisors worldwide.
Jeff has been a driving force in the financial industry for nearly three decades, having co-founded and operated The Newsletter Factory and the YouFoundation. These firms, which exclusively served financial advisors, investment dealers, mutual funds, and insurance companies, are a testament to his entrepreneurial spirit. He has successfully completed many thousands of marketing and practice management projects throughout his career.
Jeff has also managed his own successful advisor practice. 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 Wealth and 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. Agora brought the Turnkey Asset Management Platform to Canada, becoming a big growth area of wealth management for the firm.
Today, Jeff is focused on helping investment dealers and advisors enhance their visibility and deliver value in the marketplace. He works directly with them to articulate their value, systemize their business, and capture their biggest opportunities. Learn more here.
