Greater Vancouver Chapter: Fellowship Luncheon with Jeff Thorsteinson

How to Exponentially Grow your Business in this Market YOUR NEXT 90 DAYS COULD CHANGE YOUR NEXT THREE YEARS. You already know how to give great advice. The bigger question is: Is your practice built to grow? Join Jeff Thorsteinson, one of Canada’s leading financial-advisor practice-management consultants, for a practical, high-energy lunch session designed to help you identify what is holding your business back—and what to do next. With 30+ years in wealth management, Jeff helps successful advisors turn good intentions into simple, repeatable systems for growth—strengthening capacity, profitability, client experience and enterprise value. WHAT YOU’LL WALK AWAY WITH Clarity. Priorities. A plan. You’ll leave with: · A clearer view of the biggest opportunities inside your practice · Sharper positioning and more focused growth priorities · Ideas to improve workflows, capacity and execution · A practical 90-day action plan you can begin implementing immediately And most importantly: A clearer answer to the question: “What should I be working on next?” WHY THIS SESSION IS DIFFERENT This isn’t another lunch filled with interesting ideas you forget by Monday. Jeff’s sessions are designed to move advisors from knowing → deciding → doing. The objective is simple: Build a practice that can grow without requiring more and more of you to make that growth happen. WHO SHOULD ATTEND Independent financial advisors and wealth-management professionals who are serious growing their business. Come for lunch. Leave with your next 90 days mapped out. Ticket Details: 👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate. • As a benefit of membership, Advocis Members attend this event at a complimentary rate! 🎟️| Member: $40 (+GST & ticketing fees) 🎟️| Non-Member: $65 (+GST & ticketing fees) • Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.Ticket sales close on Wednesday, October 7 at 11:30 pm PDT. Speaker: Jeff Thorsteinson Jeff Thorsteinson is the person advisors call when “great at advice” isn’t translating into “great at growth.” With 30+ years in the wealth management world, Jeff helps independent advisors, portfolio managers, and investment dealers turn scattered practice-management ideas into simple, repeatable growth systems that actually stick—systems that raise revenue, improve profitability, elevate client experience, and build a more valuable, sellable business. He’s known for high-energy workshops that feel less like a seminar and more like a breakthrough session: practical, fast-paced, and immediately usable. Advisors leave with sharper positioning, clearer priorities, tighter workflows, stronger client-service structure, and a plan they can execute immediately—without adding more hours to their week. Jeff is an authority on “capacity and bottleneck” diagnosis—helping teams find the hidden friction that’s quietly stealing time, momentum, and revenue. His specialty is translating what top producers do into tools, templates, and habits that everyday teams can implement. If you are ready for net new asset growth, better retention, stronger referrals, and a practice that runs with confidence (not chaos), Jeff brings the playbook—and the facilitation style that gets it adopted. Questions: If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Vancouver chapter at [email protected]