Hold or Fold?™
Plan it out. Get strategic.™
Quick Info
COPYRIGHT ©2023 LAUREN A.JEFFERY & ASSOCIATES, LTD. ALL RIGHTS RESERVED.
- Subscription program,
- Suitable for an individual office or advisor,
- Held virtually at your convience,
- Create the life you want.
YOU’RE APPROACHING YOUR “GOLDEN YEARS,” AND YOU HAVEN’T MADE A PLAN FOR YOUR BUSINESS. WHAT IS YOUR PLAN FOR YOUR RETIREMENT? WHAT KIND OF LIFE DO YOU WANT TO LIVE?
Hold or Fold?™ is a proprietary program that initiates succession planning using the psychological-based Holding or Folding?™ questionnaire for you, the advisor, to understand where you are "at" personally and professionally, along with what retirement looks like, while considering your current realities.
By the end of our first session, you will have a solid foundation to start crafting your succession plan utilizing the P.S Life Planner™. With subsequent quarterly meetings, Lauren will help facilitate your succession plan's completion, implementation and maintenance.
what is this all about?
Utilizing the Point.Shift™ methodologies and tools, collaborating with Lauren, help create the life you want for your today’s and tomorrow’s by controlling what happens to you, your clients, and your business.
Let's talk!
For pricing and booking inquiries reach out and let's talk! The first 30 mins are free!
info@point-shift.ca
wHAT lAUREN BRINGS TO THE TABLE
- Lauren speaks “advisor” language:
- 20+ years educating and helping WM professionals on the “tough” topics
- Lauren’s engaging, no-nonsense facilitating style helps deliver all types of messages - nothing is too “taboo” or difficult for Lauren to talk about.
Licensed psychotherapist
- KYC scholar
Year 1
Year 1
- The first meeting will be to get to know each other by working through the Hold or Fold?™ program to establish a baseline of where you and your business are "at".
- This initial session takes about 3 hours and will create the foundation of your succession plan and identify the action steps for you to take before our next meeting
- 3 x 1 hr follow-up to help facilitate the completion of your action steps and, ultimately, completing your succession plan. (one each remaining 3 quarters)
Year 2
- In this 2-hour session, we complete a “check-in” with the Holding or Folding™ questionnaire to see if you’re on the same path or have changed course from last year’s baseline. This session will create the action items for the upcoming year’s sessions.
- 3 x 1 hr follow-up to help facilitate the completion of your action steps and, ultimately, completing your succession plan. (one each remaining 3 quarters)
The not-so-fine print:
These sessions are not Psychotherapy sessions and should not be confused as such. If you are experiencing mental health issues or need someone to talk to, please contact your family doctor for assistance.