Business Transformation Consultant

Staffing Advisor * Process Designer * Tech Guru

Schedule a call to LEARN MORE

5 E-Benefits TO WORKING WITH US


ELIMINATE UNNECESSARY STRESS


EASE THE LEARNING CURVE


ERADICATE TIME WASTERS


ENERGIZE GROWTH


ENGAGE STAFF

MY PHILOSOPHY

You can transform your business to thrive through improved processes, empowered team members and outsourced providers, and optimized use of technology and integrations.

RECLAIM YOUR TIME

  • Prioritize
  • Delegate
  • Shed Stress and Time Wasters
  • Revitalize Your Business

CONTINUE GROWING

  • Capture More Leads
  • Build Trust Online
  • Gain More Clients
  • Form Rewarding Relationships
  • Boost Profitability
  • Train Staff

STAY PRODUCTIVE

  • Choose the Best Tech
  • Tech Integration
  • Automate Workflows
  • Increase Efficiency

SERVICES

Decide your pace to successfully tranform your business.

Consulting

Learn more about Jen's personalized engagements and how she can transform your business. Discuss your business needs, hear stories of other firms' transformations, and see what is provided to give you and your business the growth and enjoyment you seek.
 

SCHEDULE AN INQUIRY CALL

BOOST CALL

Schedule a one-time consulting call with Jen to discuss your business and receive specific recommendations to solve your most pressing business hurdles. Vet Jen's knowledge, receive a post-call email with prioritized, specific solutions, and be connected to the "right" provider solutions to boost your business.

SCHEDULE & BUY A CALL

DIY

Use our directories of technology and outsourced providers to select best-fit solutions to research. Our directories are constantly updated with new tech vendors and outsourced providers. You can revisit these directories anytime you want or schedule a Boost Call for specific recommendations and connections.

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BLOG AND NEWS FEEDS

Simplifying the management of a Tax and Wealth Management business

Managing a tax and wealth management business isn’t easy. But it can be. And it is the fastest and least expensive way to grow a wealth management business. After helping several businesses get it right, here is my “tip” list.

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I blame Michael Kitces and myself

Let’s play the blame game! I blame Michael Kitces for pushing the independent industry into the modern age of continuous learning. I blame Michael Kitces for forcing me to lengthen my attention span so I can listen to more than a 5-minute sound bite. But the truth is….

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The IDEOS™ method to transforming your mind and business

Below is the cliff notes primer on my IDEOS™ method and initiative planning that has helped transform hundreds of businesses over the years. Feel free to apply it to your business and share with other business owners.

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