Practice Management Consulatation

Financial advisors state that one of their greatest sources of stress is navigating difficult conversations, given the complexity of the “human-ness” of modern relationships. These relationships include your clients, businesses you deal with, your partners, and your employees.

Point.Shift and Lauren provide a supportive and strategic space to explore your business and the opportunities and challenges you face to make tough decisions. Capitalizing on Lauren Jeffery’s 25+ years of Wealth Management experience, combined with professionally designated consultative skills and education [RP, MA, CEA, CTDP], we facilitate the shifts required to create the business you envision.

talk to someone who understands you & your business

Lauren’s Experience, Combined With Her Compliance And Sales Background, Facilitates Removing Barriers And Obstacles (Regulatory, Behavioural, And Systemic) To Ensure Smooth Transitions And Help Keep Your Plans On Track.

what practice management consulting "looks" with Point.shift

consultative "thought partner"

managing human relations & resources

Navigating obstacales

Collaborative innovation

Bounce Ideas, Thoughts, Opportunities, And Challenges With Lauren To Gain Clarity, Vision, and an Action Plan.

Coaching And Helping You Understand Challenging Business Partners, Employees, And Relationships. Understand The Motivations Behind People's Behaviour And Guide You In Managing And Resolving Conflicts.

Lauren Helps Uncover Opportunities, Implement New Ideas, And Revise Processes And Procedures To Address Specific Challenges.

Let's talk

"It's really tough to express how much we appreciate your support and assistance during this heavy time in our lives. I'm grateful you can help us wade through the muck and see through the veil."

SRW - Advisor