Today, we have the privilege of hosting Jeff Thorsteinson, Coach & Consultant, with more than 30 years of industry experience providing marketing and practice management services to financial advisors worldwide. Jeff has also managed his own successful advisor practice and held a senior management role with Assante Wealth Management, providing marketing and practice management support to advisors. He has witnessed firsthand the challenges faced by independent advisors and dealers 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 Dealer Services in Canada– the first end-to-end advisor-client-centric online wealth office, which tackled the biggest pain points facing advisors. Jeff works directly with successful financial advisors and their teams to articulate their value in the marketplace, systemize their business, and capture their biggest opportunities. He authors a weekly column sharing his bench strength in practice management and develops actionable tools to help advisors create more effective practices.

Jeff lives in beautiful Vancouver, BC, as my Mom and Dad used to say, God's country. Join us as we dive into a conversation with Jeff and his ability to create capacity in an advisor's business and life.

https://www.advisorpracticemanagement.com/benchmark

Today, we have the privilege of hosting Susy Fossati, Founder & Director of Avignon Etiquette, one of Canada's leading authorities on modern etiquette, executive presence, and strategic soft skills, trusted by corporate leaders, families, and schools alike to cultivate confidence, sophistication, and lasting influence.

Susy's expertise is grounded in global best practices shaped by elite instructors advising the world's most influential private households and high-performing organizations. She partners with forward-thinking organizations, families, and educational institutions to deliver tailored workshops, private coaching, and immersive experiences, helping participants navigate professional, social, and public environments with poise, strategic awareness, and authenticity. Whether preparing client-facing teams, guiding students in schools, or coaching families, Susy equips individuals and groups to strengthen trust, elevate personal and organizational brand, and build meaningful, cross-cultural relationships that leave a lasting impression.

Join us as we dive into a conversation with Susy, a leading Canadian voice on etiquette. She brings insight and authority to every conversation on modern manners and professional poise.

https://www.avignonetiquette.com

Susy Fossati, Founder & Director of Avignon Etiquette, one of Canada's leading authorities on modern etiquette, executive presence, and strategic soft skills, is trusted by corporate leaders. She partners with forward-thinking organizations, families, and educational institutions to deliver tailored workshops, private coaching, and immersive experiences, helping participants, families, and schools alike to cultivate confidence, sophistication, and lasting influence. Susy's expertise is grounded in global best practices shaped by elite instructors advising the world's most influential. She partners with forward-thinking organizations, families, and educational institutions to deliver tailored workshops, private coaching, and immersive experiences, helping participants in private households and high-performing organizations.

In this episode, we dive into a topic that almost every growing financial services team faces — but few talk about openly: operational effectiveness and the hidden cost of undocumented systems. Our team has been working together since 2003. We're highly in sync. We move fast. We 'just know' how things work. But when a new team member joins, that rhythm becomes a barrier rather than a strength. The core issue isn't about one person's performance — it's about the absence of documented processes, clear KPIs, and a defined source of truth. So today, we're speaking with Katie Attard, an expert in operational effectiveness to unpack:

• How teams unintentionally create invisible systems
• Why undocumented culture becomes risky
• And how to build scalable infrastructure without slowing momentum

Learn more about our guest Katie Attard: https://www.konduitoperations.com/