Point.Shift

06/01/2026

The most dangerous belief in succession planning:
“I will deal with it once I know what I want retirement to look like.”
Here is the problem. That moment of clarity may never come. And while you wait for it, your practice, your clients, and your options are quietly at risk.

The myth: you have time.
The truth: you do not need to know what comes next. You do not even need a successor identified. You just need a plan that protects what you have built right now.

Join me June 18 at 12 noon EST for:
3 Secrets to Building a Succession Plan When You Cannot Imagine What Comes After the Work
This one is for experienced advisors who know they need a plan but cannot picture what comes next.

https://tr.ee/TmoP2O

05/25/2026

The beliefs we form about money in childhood — often unspoken ones — quietly govern our adult financial behaviour.

Financial therapy helps surface those patterns and work with them, not against them.

Lauren Jeffery, RP, MA, CEA | Registered Psychotherapist | https://tr.ee/BkrwXGk1o-

04/28/2026

Big news, and I'm still taking it in — I've been named a Top 5 Thought Leader in this year's Authority Awards.

The Authority Awards shine a light on leaders, experts, authors, coaches, and changemakers creating real transformation in the world. Being among this year's top five is something I genuinely didn't see coming — and something I don't take lightly for even a second.

This recognition belongs to the people who made it possible: my clients who trust me with their most important work, the community that shows up and keeps showing up, and the relationships that remind me every day why this matters.

If you want to learn more about what this is all about, I'd love for you to take a look: www.point-shift.ca

04/13/2026

You're good at what you do.

And somehow that quiet voice still says otherwise. 🤍

Over-preparing for meetings you're qualified to lead.
Replaying conversations that are already over.
Carrying outcomes that were never fully yours.

K. Cheel said it perfectly after going through The Sanity Thief:

"It's exactly the kind of content I need to learn how to take back what that thief has stolen from me."

If you felt that — this was made for you.

Swipe through the carousel and see what the Sanity Thief looks like when it shows up in real life.

🔗 https://amzn.to/47LTSUV

04/04/2026

I've been nominated for a Thought Leader Award. 🏆

And I'll be honest — I didn't see this coming.

When you build your work in the quiet spaces — research, frameworks, training rooms, compliance conversations — recognition from the outside feels a little surreal.

I started Point.Shift because I saw a gap. Not just in the KYC process, but in how advisors are prepared to *think* under pressure. The forms were complete. The judgment was missing. So I built something to fix that — rooted in doctoral research, psychotherapy, and years of watching what actually happens in client meetings.

The KYCd™ model. The Judgment Gap. You, Me, and the KYC™.

This nomination — through The Authority Awards, honouring those who lead with impact through voice, visibility, and legacy — is a reminder that when you do the work that matters, eventually it gets seen.

Grateful. Honoured. And very ready to keep going. 🙏

02/13/2026

02/06/2026

Much of what financial professionals carry never shows up in training manuals or compliance checklists. Conflicting client expectations. The quiet influence of one’s own money history on advice. The constant balancing act between protecting the client and protecting oneself.

This piece looks beneath the surface of advisory work to the very human core that shapes professional judgment. It explores what happens when advisors are holding intense client emotions while navigating evolving regulatory expectations, including the real-world implications of Staff Notice 31-368 and the Client Focused Reforms around KYC, KYP, and suitability.

The result is a grounded look at how these pressures actually land in day-to-day decision-making. Not in theory, but in practice.

An important perspective for anyone working in or alongside the advisory profession.

Full video here: https://bit.ly/3Y5AUmU

01/30/2026

The industry does an excellent job training advisors on products, rules, and process. But far less attention is paid to the person behind the advice.

Leaders often ask for stronger critical thinking and better judgment, yet the inner world of the advisor, the place where interpretation, bias, and emotion quietly influence decisions, is rarely addressed in formal training. This is where many suitability issues actually begin.

This perspective introduces a framework that builds practical self-awareness and gives advisors and leaders a shared language to examine identity, emotion, and high-stakes decision-making without discomfort or defensiveness. Not as theory, but as a way to reduce suitability errors that stem from unseen assumptions rather than missing information.

Client-focused reform is not just about better checklists. It starts with better awareness.

Full video here: https://bit.ly/3Y5AUmU

01/23/2026

The secret to earning unwavering client trust isn't simply about having decades of experience or radiating bright assurance—it’s about the powerful alignment between what you *know* and what you *believe*. This crucial insight unpacks why seasoned advisors sometimes falter under pressure, while those newer to the game can sometimes overpromise. True professional authority is achieved when your technical competence perfectly matches your internal confidence. Are you masking skill gaps with bravado, or perhaps burying genuine expertise beneath self-doubt? Discover why congruence in these two areas is the immediate signal clients look for before they commit. Awareness is the starting line for ensuring your confidence *congrues* with your competence, unlocking next-level client relationships.