Articles by Jeff Thorsteinson
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.