Custom Training Programs For Financial Advisors

Custom-built programs designed to position financial firms for success

The final result? The infrastructure you can lean on to steadily scale your business.

Partner with Point.Shift to build the tailored programs that will equip your financial advisors with practical skills — instilling confidence that directly impacts sales. All programs can be CE-accredited too; usually they’re built that way intentionally from the start to check off that box too.

Engaging. Exacting. Entirely Tailored To Your Firm.

An in-person workshop or virtual session that your advisors will use to gain CE credits without losing valuable time. Because the programs will be spot-on when it comes to your niche, approach, and the very aspects of wealth management you should be known for.

The Method

Goal-oriented

Carving out custom solutions that will lead to more sales and retention

Providing CE credits within courses that don’t waste time

Human-centered

Equipping your team with people skills that will have more clients knocking on your door

Led by a Registered Psychotherapist who knows how to get your team as excited about results as you are

Course Examples

You, Me, and the kyc™

Have you ever wondered how to “do” Behavioral Finance? The You, Me, and the KYC™ program is designed to teach financial professionals how to utilize and thrive utilizing Point.Shift’s proprietary, psychologically grounded KYCd model and tools to know their clients in a whole new way.

Hold or fold?™

The subscription every financial advisor,or entrepreneur needs to help plan for the inevitable. Your business is an important part of your life and a large component of your retirement plan. Not having a plan for your business is a big risk. I can help.

e-learning Courses

Are you in search of relevent elearning courses for your advisors? Point.Shift blend today's issues, with current regulatory realitites and provides solutions in how to navigate client relationships.

Insurance well-planned

A 1.5 day program for newly licensed advisors. This takes your advisors through the sales life cycle with an opportunity to practice and refine their personal techniques.

"Your presentation was great and the managers really enjoyed meeting you. We appreciate the time on the road to come out and help us!"

- C.O. REGIONAL DIRECTOR, WESTERN CANADA

How it works

Uncover

An in-depth discovery phase to identify initial goals.

Shift

Develop a unique, unparalleled program that tackles compliance, risk, and high-reaching goals.

Scale

With focus on your goals, a well-versed team, and a strategic program to back it up.

Frequently Asked Questions

Financial Advisor Training Programs FAQs

What goes into the program building or course development process?

Market research, strategy calls with you or your decision-makers, a creative mockup phase, revisions, and then implementation. We’ve streamlined the process so it takes as little of your time as possible, while soaking up the specific details from our time together to ensure that the training fits your brand, and then helps you achieve your goals.

Who do you usually work with?

Lauren spent 20+ years as a wealth management professional. With that network, and a powerful understanding of the financial sector, it’s often C-suite executives, board members, and sales managers that reach out to her. She also consults in the insurance sphere.

What is the cost investment?

This will be quoted based on the sheer number of materials you need, along with the time and expertise that will be dedicated to your project. This is more than creating a course — it’s defining and guiding the significant shifts your firm can take to scale, and you’ll find a level of undivided attention accordingly.

How do we book?

Reach out through the contact form to share your goals and needs with founder and consultant, Lauren Jeffery. She’ll review your key objectives (or what you have as a rough idea at this point) and confirm availability. You’ll receive an email with a request to book a consultation so you can continue the conversation and scope. She’ll prepare a custom proposal with your project dates, and when booked with a contract and retainer payment, the project will begin.