Point.Shift will help you take the necessary and innovative shifts to meet your goals and reduce risks while avoiding compliance issues. All led by wealth management professional and thought leader, Lauren Jeffery.
Known For Pushing The Envelope
Pushing the possibilities of your practice, but also honing in on the very elements of your business that will create an incredible ripple effect. Like stepping in to optimize your team’s mastery of sales or creating a tailored way to nurture client relationships — be it in your office, led virtually, or through workshops and conferences.
Lauren Jeffery’s approach is sharpened by over two decades in the financial sector. She has tapped into, taught, and refined a succinct set of skills that finance executives rely on for the wellbeing of their business and bottom line — from client relationships to process development and recruitment.
As a registered psychotherapist, certified educator, and compliance specialist, her approach ticks every box. With her guidance, you can not only maintain the required accreditation, but you can create a clear path for the next step in scaling your firm. And then actually scale it with programs that were built for you.
“I wanted to send a note to thank you for your time last week. You kept it open, light and had everyone engaged.”
“Thank you so much Lauren, that was very nicely done and I could listen to you for ages! We got some good comments from clients.”
Y.M. - Senior Manager, Education, Wholesale & Advisory