Lauren A. Jeffery, RP, MA, CEA
Financial therapist & practice management expert empowering financial advisors to build thriving, client-centered practices. Where money meets mindset. ↓
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Psychology Today Profile
Psychology Today Profile
Lauren Jeffery, Registered Psychotherapist, Toronto, ON, M3C, (437) 800-2489, I specialize in the intersection of mental health and money. Whether you're navigating addiction and early recovery, financial anxiety, life transitions, or the invisible weight of high-achieving success. You deserve real, grounded support. As a Registered Psychotherapist (RP) and Certified Estate Advisor (CEA) with 25+ years of wealth management, I specialize in the intersection of mental health and money. I work with adults managing substance use and chronic relapse, executives and professionals facing financial stress, and high-net-worth individuals navigating wealth-related identity and relationship challenges.
Financial Advisor Practice Management Services
Financial Advisor Practice Management Services
Point.Shift is a financial advisor practice management firm with one goal: pinpoint and lead the shifts you need to scale your business and mitigate risks.
Point.Shift LinkedIn Profile
Point.Shift LinkedIn Profile
Point.Shift | 310 followers on LinkedIn. Helping wealth professionals shift. | Practice Management for wealth professionals. Specializing in the emotional intersection between wealth professionals and the clients they serve. ** Respected Education Partner of Dynamic Funds** Point.Shift helps advisors, branches, or dealers learn how to work with the emotions and feelings that come with working with money. Whether it's: * understanding why your clients are the way they are * helping you with the emotional pieces of YOUR emotional business * helping create succession plans, * clarifying who your client base is / will be I work with individual advisors, branches, and dealers/HO to create actionable learning opportunities and solutions that facilitate improved client relations & retention along with improved risk mitigation.
The Sanity Thief
The Sanity Thief
The Sanity Thief: Jeffery RP, MA, Lauren A, Seurattan, Sean, Cabanatan, Jerome: 9798254153948: Books - Amazon.ca
Discover the sanity thief course
Discover the sanity thief course
The Sanity Thief helps you identify and calm the voice driving stress, self-doubt, and emotional overload. Learn practical tools to reframe impostor thoughts, restore clarity, and build a personalized strategy for calmer, confident decision-making.
Discover where you are at
Discover where you are at
Stop living on autopilot and create the life you want.
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