Point.Shift

11/28/2025

11/27/2025

11/21/2025

Most advisors focus on understanding their clients.
But here’s a twist…

What if the part you aren’t examining is the part that matters most?

I’m talking about your identity, your , and the invisible lens you bring into every client meeting.

Your advice is shaped by your story.
Your upbringing.
Your comfort zones.
Your risk patterns.
Your own emotional wiring.

And when you understand that?
Everything about how you work with clients changes.

In the coming days, I’m going to walk you through why understanding yourself is the missing half of the client-advisor equation — and why it’s transforming practices.

Big things coming. Stay close. 💛

11/18/2025

Are you advising from only half of the story?

Most financial advisors work incredibly hard to understand their clients.
But very few ever stop to examine the other half of the relationship:
the place you’re advising from.

In the first video of my new series,
👉 The Missing Half of the Story

I explore how your personal and professional identity shapes:

• what you hear
• what you assume
• how you interpret client behaviour
• and the tone you bring into the room

This is the part no one teaches — but it affects every recommendation you make.

🎥 Watch here: https://youtu.be/AJIpO-BoSKE

I’d love to hear your thoughts:

What’s one part of your story that shows up in your client conversations?

Are you working with only half of your client’s story?Most advisors focus on understanding clients—risk tolerance, goals, money history, and fears.But there’...

11/18/2025

❓ Ever have a client conversation where something felt “off,” but you couldn’t quite name why?

➡️Maybe the tone shifted.
➡️Maybe the client pulled back.
➡️Maybe you did.

Most advisors are trained to focus on the client’s behaviour…
but rarely on their own lens, biases, or emotional triggers.

And that quiet inner narrative can shape the entire direction of a meeting without you realizing it.

If you’ve ever walked away from a conversation thinking:
“I know I could have handled that better,”
you’re not alone — and you’re not imagining it.

I’ll be sharing more on this soon.

11/17/2025

I just released a brand-new free workbook for financial advisors, planners, and wealth professionals!

It’s called:

5 Questions Advisors Must Ask (Before Giving Any Advice)

These questions help you get clear on your own mindset, reactions, and assumptions before you step into a client meeting — something most professionals were never taught to do.

This quick workbook helps you explore:

✨ What story are you bringing into the room
✨ What you're reacting to (and where it comes from)
✨ How your identity shapes the conversation
✨ Your emotional state before advising
✨ What your client actually needs in that moment

If you’ve ever left a meeting feeling like “something felt off,” this is for you.

https://bit.ly/3K3EKtj

11/12/2025

This perspective on self-assurance is a powerful reframe! Confidence isn't a mystical trait that vanishes or appears at random; it's a deliberate process built brick-by-brick through tangible evidence. For those operating under constant pressure—like financial advisors navigating market shifts—the secret isn't eliminating doubt, but mastering the pause. Recognizing the self-doubt, returning to the hard-earned knowledge and past successes, that’s where grounding lies. Real confidence ignites when what you *know* connects deeply with what you *feel*—that is emotional intelligence actively at work. The ultimate takeaway for staying steady before any big moment? Shift from trying to *find* assurance to *remembering* the evidence that proves you are capable. Confidence isn't static; it's consistently built and recalled.

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11/06/2025

✨ Yesterday, we had the pleasure of spending part of the morning with Sun Life’s BC&G group, delivering The Sanity Thief, diving into an open and engaging conversation about Impostor Syndrome—and the many “sanity thieves” that can creep into our personal and professional lives.

There was no shortage of laughter, thoughtful insights, and meaningful questions. Together, we explored:
💭 The lies we tell ourselves (and how often they’re the same ones others believe, too)
💬 How to open up and navigate sensitive conversations with our peers
🙌 The powerful reminder that sometimes—it’s not us.
It was truly a privilege to spend the morning with such an open, reflective, and inspiring group. Thank you to everyone who shared your stories and energy! 🌟

💡 Interested in bringing The Sanity Thief conversation to your team? Let’s connect!

https://lnkd.in/guDNEDBH

11/06/2025

✨ Yesterday, we had the pleasure of spending part of the morning with Sun Life’s BC&G group, delivering The Sanity Thief, diving into an open and engaging conversation about Impostor Syndrome—and the many “sanity thieves” that can creep into our personal and professional lives.

There was no shortage of laughter, thoughtful insights, and meaningful questions. Together, we explored:
💭 The lies we tell ourselves (and how often they’re the same ones others believe, too)
💬 How to open up and navigate sensitive conversations with our peers
🙌 The powerful reminder that sometimes—it’s not us.
It was truly a privilege to spend the morning with such an open, reflective, and inspiring group. Thank you to everyone who shared your stories and energy! 🌟

💡 Interested in bringing The Sanity Thief conversation to your team? Let’s connect!

https://lnkd.in/guDNEDBH

10/23/2025

Experience a profound exploration of the dual nature of purpose, both as a noun and a verb. This insightful discussion delves into how our intentions and aspirations are intricately linked to the many roles we embody in life—from professionals to parents and friends. As these roles shift and morph over time, so too must our understanding of what drives us forward. The importance of intentionally crafting our next chapter cannot be overstated, especially when transitioning from one phase of life to another. Discover the power of embracing change and the opportunity for renewal that comes with it. Tune in to expand your perspective on identity and purpose!