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 to leave behind. With our guidance, you'll reduce regulatory risks, plan for the inevitable, 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
Practice management
Custom-build the succession plan that will prepare your practice for the inevitable.
From leadership transitions to client retention and legacy protection, your firm will have the roadmap needed to ensure a seamless shift and long-term success.
Coaching program 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, doctoral candidate in Education Research, and founder of Point.Shift, Lauren Jeffery brings over 30 years inside the wealth management industry to provide a powerful and unique lens on succession. Her research focuses specifically on financial advisors and how they build the relationships, identities, and practices worth passing on. That work directly shapes every program she designs.
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"
Trusted Partners
