Jeff has over 25 years’ experience running a successful advisor practice. He also held a senior management role with Assante Wealth Management, providing advisors with marketing and practice management tools, content, and support. Understanding the challenges that independent advisors and dealers face, Jeff has created a Practice Management eco-system designed for operational efficiency through effective practices and processes, leveraging automation and workflow design and implementation to help advisors compete with larger financial institutions, and deliver more value for their clients.