Scale Your Business, Mitigate Risks & Build Resiliency
Point.Shift is a financial advisor practice management firm with one goal: pinpoint and facilitate the shifts that will create the practice you want. With our guidance, you’ll reduce regulatory risks and develop the one-of-a-kind solutions that will give your firm a long-term competitive edge.
Evolve and elevate your firm
The Shifts We Can Help You With
Program Development
Custom-build the internal programs that will teach your financial advisors practical, impactful skills.
From sales to compliance and client relationships, your team will have the guidance needed to amplify the influence and success rate of your practice.
Education & training programs for financial advisors
Speaker & CE Instructor
Point.Shift leader and founder, Lauren Jeffery, is available to speak at in-person or virtual conferences, advisor workshops, and practice management seminars.
Known for captivating audiences with CE-accredited sessions that are engaging — but even more importantly — that equip your advisors with game-changing techniques and knowledge.
CE-accredited educational offerings
About Lauren Jeffery
Founder of this Financial Advisor Practice Management Firm
As a registered psychotherapist, educator, and speaker, Lauren Jeffery brings over 20 years in the brokerage industry to provide a powerful and unique lens on your business. Her approach revolves around a 360-degree view of compliance, client relationships, and ultimately — boosting the bottom line of your firm by helping you build a resilient practice.
MN, Branch Principle, iA Private Wealth
"This SUCH an important topic – THANK YOU for the years invested into this subject. THANK YOU for a great session"
