Articles by Jeff Thorsteinson
- Growth
Why Top Advisors Don’t “Find Time”—They Engineer Capacity Instead
Here’s what we see top advisors are doing to give themselves the best chance at the best 2026
- Growth
Closers in Financial Advice Make Decisions Feel Safer and Clearer
There is a moment in every great advisory relationship when the truth reveals itself.
- Growth
5 Strategic Moves Advisors Make in May To Transform Second-Half Performance
Top advisors treat May as a revealing month. A month that exposes whether the business is actually compounding or merely staying busy.
- Growth
Before You Hire Another Advisor, Solve This Capacity Problem
That is what top firms understand: the goal is not headcount. The goal is leverage.
- AI
AI Isn’t Strategy—It’s a Tool for Fixing Everyday Drag
It is choosing one trusted point of entry and using it enough to discover whether it is genuinely useful to the practice.
- Growth
If Not You, Who? If Not Now, When? The Moment Advisors Can’t Afford to Miss
But in this moment, they aren’t asking for a forecast or a strategy. They’re asking for something more fragile than performance: certainty.
- Growth
When Fear Poses as Prudence: The Advisor’s Real Job in Market Chaos
That is not just a historical observation. It is one of the most important lessons I’ve learned in delivering advice to clients and advisors.
- AI
AI Raised the Bar Overnight—Most Advisory Practices Didn’t Notice
It raises expectations. It makes basic competence cheap and immediate. And it rewards one thing above all else: A practice that is run like a business.
- Growth
Advisory Growth That Doesn’t Break You
How top advisory practices will protect trust, grow referrals, and expand capacity, without burning out over the next decade.
- Insurance
The Missing Half of Your Practice: Why Insurance Unlocks Client Loyalty and Growth
Life insurance, disability insurance, and critical illness coverage move from being optional extras to becoming essential pillars of your advice model.
