Financial Advisor Practice Management

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"

Case Studies

See the shift

Articles, sample trainings & the clients we’ve worked with to facilitate fast-growing financial firms. 

Financial Advisor Practice Management Helping You

It’s time to shift gears. Start here.

Secure The Long-Term Success Of Your Firm.

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