Lauren A. Jeffery, RP, MA, CEA, CTDP
Lauren Jeffery is the President of Point.Shift -- a practice management company that helps financial advisors navigate complex relationships. Combining her 25+ years working within the Wealth Management space, education and psych degrees, Lauren also provides interesting and relevant CE courses that teach advisors how to work with the thoughts, attitudes, beliefs, and emotions that come along with money and investing.
Lauren is currently working on her doctoral degree, which focuses on the KYC and how advisors know their clients.
Career
The Happy Hour with Dr. Elia Gourgouris and David Meltzer
On this episode of The Happy Hour, we are joined by David Meltzer, a man on a mission to empower a billion people to...
Career
The Happy Hour with Dr. Elia Gourgouris and Jen Gottlieb
Gottlieb's Colorful Career
On this episode of The Happy Hour, we are joined by Jen Gottlieb who is a dynamic entrepreneur, international speaker, and former...
Body
The Happy Hour with Dr. Elia Gourgouris and Anthony Trucks
On this episode of The Happy Hour, we are joined by Anthony Trucks, a former NFL player turned transformational identity shift coach. Anthony's journey...
Coaching
The Happy Hour with Dr. Elia Gourgouris and Rachel Beck
On this episode of The Happy Hour, we are joined by Rachel Beck, a resilience expert who helps people and organizations find their voice...
Coaching
The Happy Hour with Dr. Elia Gourgouris and James Colquhoun
Welcome back to The Happy Hour! We're thrilled to have James Colquhoun join us today. James is a true visionary in the world of...
Coaching
The Happy Hour with Dr. Elia Gourgouris and Angelique Letizia
Exploring Human Emotion
Angelique Letizia is driven by a fascination with the unknown, crafting stories that delve into the depths of the human heart. Her...
Coaching
The Unintentional Bully: The Power to Hurt or Heal
BY NICK STOUT
A child spills their milk at breakfast. A parent, already stressed about the upcoming workday, snaps – their voice sharp with frustration....
Health
MHTN & Terra Wealth: Working Together to Support Our Veterans
This Veterans Day, let's honor those who've bravely served our country by acknowledging the battles they may face beyond the battlefield. Many veterans carry...
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