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.

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.

aDVISOR sUBSCRIPTION
Information

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?

Utilizing the Point.Shift™ methodologies and tools, along with collaborating with Lauren, help yourself create the life you want for your today’s and tomorrow’s by controlling what happens to you, your clients, and your business.

Hold or Fold?™ is a proprietary program that initiates succession planning and retirement readiness using the psychological-based Holding or Folding?™ questionnaire for the advisor to gain an understanding of where they are at personally and professionally, along with what retirement looks like, while considering their current realities that exist with their professional and personal lives.
Advisors will have a solid foundation upon which to complete their succession planning utilizing the P.S Life Planner™.

Combined with subsequent quarterly meetings, Lauren will help facilitate the completion, implementation and maintenance of their succession plan.

what is the Program?

Lauren speaks “advisor” language:
  • 25+ years working within Wealth Management space / 401k space - US & Canada
  • 20+ years educating 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.
  • Master's degree in Counseling and Psychology
  • Licensed psychotherapist
KYC scholar - Doctoral student Ed.D

Year 2

  • 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 1

Let's Talk

Got A plan?

Who is Lauren?

  • 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)