Point.Shift

Point.Shift Practice Management

If you have been putting off your succession plan, you are not alone. Most experienced advisors are in exactly the same ...
06/06/2026

If you have been putting off your succession plan, you are not alone. Most experienced advisors are in exactly the same place. Not because they do not care. Not because they are not disciplined. Because nobody has ever actually shown them how.

Avoiding it has felt easier than facing something you do not have a clear process for. That is not a character flaw. That is what happens when the tools available do not account for who you are, not just what you own.

Here is what staying stuck is costing you: up to 50% of your book value the moment something unexpected happens, and the quiet weight of carrying this every single day. That is decades of work sitting unprotected.

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 is for experienced advisors who are ready to stop avoiding and start doing.
Register: https://tr.ee/TmoP2O

One of my clients came to me in the middle of a crisis.They wanted out of the partnership. Their spouse had questions th...
06/05/2026

One of my clients came to me in the middle of a crisis.

They wanted out of the partnership. Their spouse had questions they did not have answers to. Clients were watching. And somewhere in all of it, they were supposed to figure out what succession looked like.

They described it as trying to solve ten problems at once, with no idea which one to start with. Scared. Exhausted. Embarrassed, if they were honest, because they had spent years helping clients plan their futures and could not get her own house in order.

They tried to treat it like a business problem. Research the options. Compare structures. Wait for the solution to show up. But the harder they pushed on the practical side, the more stuck they felt. The business could not tell them what they needed to know. They were asking the wrong questions.

The shift happened when they stopped trying to solve for the business and started getting honest about themselves. What did they actually want? What did they need to feel secure? What kind of life were they building toward? Once they could answer those questions, the plan stopped being a mystery.

They did not wait for a successor. They built the plan first. And it gave her exactly what they had been missing: clarity, control, and the ability to have real conversations with their partner and family from a place of confidence instead of fear.

If any part of that story sounds familiar, I am hosting a free training on June 18.

3 Secrets to Building a Succession Plan When You Cannot Imagine What Comes After the Work
Wednesday, June 18 | 12 Noon EST

Register: https://tr.ee/TmoP2O



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I am going to say the quiet part out loud about succession planning.For years (decades, really), advisors have been told...
06/04/2026

I am going to say the quiet part out loud about succession planning.

For years (decades, really), advisors have been told it is just business. A transaction. Sort out the legal structure, find a buyer, and get on with it.That framing has cost advisors dearly. Their clients do not have an answer when they ask what happens to them. Their families do not know what to do if something goes sideways. And the advisor themselves carries that weight quietly, year after year, telling everyone else to plan while privately having nothing in writing.

You do not need a successor to have a succession plan. You do not need to know what retirement looks like. You just need to stop letting a broken framing keep you from protecting what you have built.

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
Register: https://tr.ee/TmoP2O

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If you have been putting off your succession plan, you are not alone. Most experienced advisors are in exactly the same ...
06/03/2026

If you have been putting off your succession plan, you are not alone. Most experienced advisors are in exactly the same place. Not because they do not care. Not because they are not disciplined. Because nobody has ever actually shown them how.

Avoiding it has felt easier than facing something you do not have a clear process for. That is not a character flaw. That is what happens when the tools available do not account for who you are, not just what you own.

Here is what staying stuck is costing you: up to 50% of your book value the moment something unexpected happens, and the quiet weight of carrying this every single day. That is decades of work sitting unprotected.

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 is for experienced advisors who are ready to stop avoiding and start doing.

https://tr.ee/TmoP2O

If you have been putting off your succession plan, you are not alone. Most experienced advisors are in exactly the same ...
06/02/2026

If you have been putting off your succession plan, you are not alone. Most experienced advisors are in exactly the same place. Not because they do not care. Not because they are not disciplined. Because nobody has ever actually shown them how.

Avoiding it has felt easier than facing something you do not have a clear process for. That is not a character flaw. That is what happens when the tools available do not account for who you are, not just what you own.

Here is what staying stuck is costing you: up to 50% of your book value the moment something unexpected happens, and the quiet weight of carrying this every single day. That is decades of work sitting unprotected.

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 is for experienced advisors who are ready to stop avoiding and start doing.Register: https://tr.ee/TmoP2O

The most dangerous belief in succession planning:“I will deal with it once I know what I want retirement to look like.”H...
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

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

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 Author...
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

You're good at what you do.And somehow that quiet voice still says otherwise. 🤍Over-preparing for meetings you're qualif...
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

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 ...
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. 🙏

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Toronto, ON
M3C3T9

Website

https://linktr.ee/point.shift

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