Compliance Education

Case Studies & Insights To Apply At Your Firm

Custom compliance education created by Point.Shift

The Case Studies

Viewed by thousands of advisors


CE Webinar

Created For

Dynamic Mutual Funds

Empowering Advisors When Their Client’s Mental Health Isn’t Okay


Virtual, instructor-led

Created For

iA Private Wealth

Insurance Sales For The New Advisor


CE Instruction 

Created For

Raymond James Financial Planning

Featured Articles

Resources, thoughts, and fascinating insights on the
financial sector influences that most firms overlook

No, It's YOU

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Why Talking About Succession Planning is Hard

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Getting Comfortable with Emotions and Feelings. 

Read the article

Recent Clips

Get an idea of how Lauren teaches, and how unconventional, yet unbelievably impactful her takeaways are.

What advisors say

“I hope there is a ‘next time’ as I am sure all participants would agree, a lot came out of
those two days with a new focus to implement these strategies into our practices.”

“You were absolutely awesome. I loved your pace, your presentation and the way you
steered the day to stick to the timing on the agenda and topics at hand.”

You’ll love the results, and your advisors will love the process.

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Compliance Education

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