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Empowering Financial Advisors:
Welcome to Point.Shift: Your Strategic Partner in Practice Management
Are you a financial advisor navigating the intricate landscape of client relationships, partnerships, and team dynamics? You're not alone. Many advisors cite the challenges of having difficult conversations as one of their greatest sources of stress. The complexity of modern relationships can feel overwhelming, but at Point.Shift, we’re here to help you transform that stress into opportunity.
The Human Element of Wealth Management
In today’s fast-paced world, effective communication is the cornerstone of successful financial advisory. Your relationships with clients, partners, and employees are not just transactions; they are nuanced, multifaceted connections that require understanding and strategic navigation. At Point.Shift, we recognize the “human-ness” embedded in these interactions and empower you to embrace it.
Discover Your Vision with Lauren Jeffery
Led by Lauren Jeffery, who brings over 25 years of Wealth Management experience, our practice management consulting offers a unique blend of expertise and empathy. With professional designations including RP, MA, CEA, and CTDP, Lauren is not just a consultant; she’s your dedicated thought partner. Together, we’ll explore the opportunities and challenges that lie ahead, helping you make informed decisions that align with your business vision.
