SERVICES

Consulting

Transform your business to experience easier growth, management of the operations, and continuous improvements to your client experience and culture. Engage us to virtually help prioritize, plan, and budget for initiatives, develop staff and executives, make educated timely decisions, improve lean effective processes, eliminate cost and culture killers, and more. You decide which pace and level of help you want to start improving.

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WORKSHOP

Engage us for an energizing online session that pivots your business and mindset. Learn successful business and change management trends and techniques. Gain skills on productive collaboration and speed prioritization of initiatives. Clarify growth, staff, and profitability goals. Improve the client and staff experience with time-tested methods and more. You decide the focus and we bring true stories, proven solutions, templates, and content tailored to you.

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INTEGRATE

Identify, educate & implement tech integrations to reduce the work

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Eliminate Work

DELEGATE

Create processes to power delegate the work & monitor operations

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Embrace Clarity

ELIMINATE

Eliminate unnecessary work through automation & process improvements

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Energize Growth

OUTSOURCE

Identify & integrate outsourcers to further streamline your operations

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Ease the Learning Curve

STAFF

Recalibrate staff into roles and career paths best suited to skills & passions

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Engage Staff

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Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm. Thanks Jen

Michael Pallozzi
HFM Advisors

Jen helped our firm establish a new and better strategic direction that was more aligned to our culture. While the process was challenging, in the end it was rewarding and it helped our entire team develop an singular clear focus.

James Williams
Williams Financial

Jennifer has been extremely helpful with practice business management. Her ideas and cumulative experience helped fast track processes and bring our team closer together. Her dedication to her craft shows.

Isaac Wright
Financial Dynamics

Jennifer has been an invaluable resource for me as I focus on growing my company. Her insightful wisdom, guidance through complex business decisions, and the ability to ask me the right questions and sometimes refocus me are top notch. I highly recommend her services.

Craig Larsen
AHC Advisors

Jen has helped push us beyond our comfort zone to get us toward the firm we really want to be. Along the way, she’s provided us with the resources and hand holding we needed to move the needle! I know we will look back on the investment we made with her as one of the wisest moves for our growing business!

Jason Gabrieli
HFM Advisors

Jen has been great at listening to and teaching a team of diverse personalities; helping us to figure out and work with each of our strengths and skills while moving our individual goals into one common direction for a successful company.

Christine English
Marshall & Associates

Jennifer provided fantastic consulting services. She brought to the table unique and interesting ideas and was a great sounding board as we considered different options. One of my partners was skeptical about hiring a consultant; however, after the project was over he said he was wrong and was grateful for the work Jennifer produced.

Pat Herrington
Pekin Singer Strauss Asset Management

Professional, experienced, detailed, with complete knowledge of industry needed for the role that they play. Whether you consider them as an offsite colleague with skills you don’t have or one that provides another perspective as a valuable sounding board, they will be worth your engagement. We made several fintech changes to our practice…and we are confident ALL of our options were explored and properly vetted.

Tim L. Baker
Timonier

Business Transformation Specialist