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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point.shift
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JoinedMay 2026
Lauren A. Jeffery, RP, MA, CEA has been a member of Linktree for 3 months and joined in May 2026. The social media accounts linked to from Lauren A. Jeffery, RP, MA, CEA are: • Instagram • LinkedIn • Website Besides social media accounts, point.shift has populated their site with: • 3 Secrets to Building a Succession Plan When You Cannot Imagine What Comes After the Work • Book a consult • Psychology Today Profile • The Succession Shift • Financial Advisor Practice Management Services • The Sanity Thief • Discover the sanity thief course • Discover where you are at • Point.Shift LinkedIn Profile • Facebook Page
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