Point.Shift

08/15/2025

A Fish Rots from the Head Down: Lessons for Canadian Wealth Management 🐟💸

"The way Billy told it was that, if the trade made money, we all would make money – Billy, me, Chuck, the Slug, the Slug's boss, all the way up. Hell, even the CEO got paid on our Profit and Loss statement. If it went horribly wrong, the whole banking system would blow up, and we'd all lose our jobs, so who cared. That's why it was allowed. A fish rots from the head down, I guess." (p.125)

This quote from the high-wire days of global banking strikes a chord even today. While Canadian wealth management is often praised for its stability and client-centric approach, we’d be remiss not to recognize the subtle incentives and cultural cues that shape our industry, too.

When everyone wins on the way up—from advisor to executive—but accountability evaporates on the way down, cracks can form in even the soundest systems.
Are compensation structures and risk management truly aligned with our clients’ best interests, or do we risk echoing the mistakes of the past?

Let’s continue to build a Canadian wealth management industry that learns from history, prioritizes clients, and operates with integrity from the top down.

08/05/2025

I’m thrilled to announce my brand new collaboration with Being & Doing—a platform dedicated to helping you create the life you truly want to live - personally and professionally!

On the Being & Doing website, you’ll find “nuggets”—powerful, bite-sized insights and prompts designed to spark self-reflection and inspire meaningful action. My personal nugget is all about pausing to check in with yourself, asking the right questions, and mapping out your next steps with clarity and confidence.

To celebrate, I’m offering a FREE self-reflection guide: “Your Journey to Clarity.” This resource is packed with prompts and activities to help you assess where you are, understand your values, and create an actionable plan for change.

LINK: https://beinganddoing.online/nuggets/nugget/to-thrive-in-transitions-start-with-clarity/

07/25/2025

📣 I’m thrilled to share that I had the privilege to contribute a chapter alongside John Gray, Ph.D., author of the iconic “Men Are from Mars, Women Are from Venus”!
💡 Gray encourages us to honour and understand our differences to foster empathy and connection.nfluence our behaviours, attitudes, and beliefs, regardless of gender, age, or culture.
My chapter, “Navigating the Edge: The Interplay of Time, Money, and Access in Decision-Making,” offers a fresh framework that beautifully complements John Gray’s foundational ideas.

Lauren and Gray both recognize that deeply rooted, often invisible forces shape our decisions, behaviors, and relationships.
👉 For Gray: It’s the intrinsic differences in how men and women communicate, process emotions, and seek fulfillment.
👉 For Jeffery: It’s the ever-present tug-of-war between time, money, and access—factors that influence our behaviors, attitudes, and beliefs, regardless of gender, age, or culture.
💡 Gray encourages us to honor and understand our differences to foster empathy and connection.
💡 Lauren urges us to take inventory of our unique circumstances and the barriers we face.
👉 Both advocate for self-awareness:
✴️ Gray: Understanding emotional needs and communication styles.
✴️ Jeffery: Tracking how we spend our time, money, and energy.

Ultimately, both voices remind us that navigating life’s “edges”—whether in relationships or personal crossroads—requires curiosity, compassion, and a willingness to challenge the status quo.

Let’s honour where we are, get curious about our “edges,” and support each other as we leap into new possibilities.
Let’s honor where we are, get curious about our “edges,” and support each other as we leap into new possibilities.

👇 Order your copy here: https://www.blu-talks-book.com/

Lauren and Gray both recognize that deeply rooted, often invisible forces shape our decisions, behaviours, and relationships.

07/24/2025

Have you ever noticed how a walk in the woods or a few quiet moments outside can make everything feel a little lighter? 🌳

Embracing silence and immersing yourself in nature isn’t just relaxing—it’s scientifically proven to lower blood pressure, reduce stress, and help you make better decisions.

When we step away from the noise and truly listen to what’s around us, we give our minds a much-needed break and return with more clarity and calm.

Next time life feels overwhelming, try finding a quiet spot outdoors. Listen, breathe, and let nature do its magic. 🌿

07/23/2025

📣 I’m thrilled to share that I had the privilege to contribute a chapter alongside John Gray, Ph.D., author of the iconic “Men Are from Mars, Women Are from Venus”!
My chapter, “Navigating the Edge: The Interplay of Time, Money, and Access in Decision-Making,” offers a fresh framework that beautifully complements John Gray’s foundational ideas.

Lauren and Gray both recognize that deeply rooted, often invisible forces shape our decisions, behaviors, and relationships.
👉 For Gray: It’s the intrinsic differences in how men and women communicate, process emotions, and seek fulfillment.
👉 For Jeffery: It’s the ever-present tug-of-war between time, money, and access—factors that influence our behaviors, attitudes, and beliefs, regardless of gender, age, or culture.
💡 Gray encourages us to honor and understand our differences to foster empathy and connection.
💡 Lauren urges us to take inventory of our unique circumstances and the barriers we face.
👉 Both advocate for self-awareness:
✴️ Gray: Understanding emotional needs and communication styles.
✴️ Jeffery: Tracking how we spend our time, money, and energy.

Ultimately, both voices remind us that navigating life’s “edges”—whether in relationships or personal crossroads—requires curiosity, compassion, and a willingness to challenge the status quo.

Let’s honour where we are, get curious about our “edges,” and support each other as we leap into new possibilities.

👇 Order your copy here: http://www.blu-talks-book.com/

📣 I’m thrilled to share that I had the privilege to contribute a chapter alongside John Gray, Ph.D., author of the iconic “Men Are from Mars, Women Are from Venus.”!, age, or culture.

07/17/2025

Join me live at 11:30 EST to hear my story of how my life's work came to be!

Join me live at 11:30 EST to here my story of how my life's work came to be!

Learn about how my disastrous #2019 turned out to be the best year of my life and how it shapes who I am today and why I do the work I do.

http://bit.ly/3IwmgRb

07/14/2025

You have a message—and YES it matters!

I’ll be sharing mine on bLU Talks: Amplify Your Message, a space where business, life, and the universe come together through real, raw stories as we get to know the human beings BEHIND the business.

Whether you're just finding your voice now or are ready to be fully seen, you’ll see how being YOU is the best way to get your message out there! Join us:
🗓️ July 14th-18th | ⏰ 10am–2pm ET

Come for the message. Stay for the magic! ✨
Check it out on the Amplify Your Message Facebook group HERE:
https://www.facebook.com/groups/1143706542650044

07/10/2025

In today's fast-paced world, it's easy to lose sight of our true selves and drift through life on autopilot. Have you ever paused to truly check in with yourself?
Check out this insightful video that introduces the Where You At?™ program—a transformative self-reflection system designed to help you navigate the complexities of your life. This innovative approach encourages you to engage in meaningful conversations with yourself, uncovering your thoughts and emotions to identify where you truly stand in your personal and professional life.
By exploring critical areas such as work, family, health, and finances, you can gain clarity on your values and aspirations. This program empowers you to break free from routine and start living a life that is truly meaningful.
Are you ready to embark on a journey of self-discovery? https://courses.point-shift.ca/products/courses/where-you-at

07/09/2025

Your story is meant to be shared, so let the world hear it!

I’m joining an incredible lineup of authors, speakers, and message-inspired entrepreneurs on bLU Talks: Amplify Your Message to do just that - share the story & why behind my work.

This is a show where business, life, and the universe collide, hence the name “bLU.” Curious how my story led me to where I am now? Join us:
🗓️ July 14th-18th | ⏰ 10am–2pm ET

If you’ve turned your mess into a message, this show is for you. ✨

Check it out on the Amplify Your Message Facebook group HERE:
https://www.facebook.com/groups/1143706542650044

07/08/2025

✨ Discover Your True Self with Where You At?™! ✨
Have you ever felt like you're just going through the motions? The Where You At?™ program is designed to help you pause, reflect, and truly understand where you are in your life.
Through structured self-reflection, you'll explore your feelings, values, and aspirations, allowing you to align your actions with what matters most. This program empowers you to break free from routine and start living a more intentional and fulfilling life.
Are you ready to embark on this journey of self-discovery? Join us and take the first step towards clarity and confidence in your next steps! https://courses.point-shift.ca/products/courses/where-you-at

07/06/2025

🌟 Rethinking Client Relationships in Wealth Management 🌟

Are we really getting to know our clients? The traditional KYC forms provide essential data, but they often overlook the emotional aspects that influence financial decisions.

To truly serve our clients, we need to engage in meaningful conversations that go beyond filling out forms. By understanding their unique emotional responses and biases, we can provide tailored advice that resonates with their life circumstances.
Let’s focus on building strong relationships based on trust and empathy. The future of wealth management lies in our ability to connect with clients on a deeper level.

Join the conversation about transforming client engagement!

Emotional health best practices are the difference between knowing your client and being there for them