Point.Shift jobs and careers

About Point.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. If you're not sure if we can help, ask! Chances are, we can. 30 min free consultation!