Business Transformation Consultant

Executive Coach * Process Implementer * 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

Staffing: Attracting the Right People to the Right Roles

After streamlining the functional side of your business, the next step is to focus on the very heart of your company – your staff. You put processes and technology to work to reduce human labor on time-consuming and unnecessary tasks, so now is the perfect time to reassess the remaining workload and redefine your team’s organizational structure.

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The benefits of automating your processes (with a few tech tips)

Has it been years since you last took a fresh look at your business processes? Efficient business processes are critical to the successful management of every financial advisory business. 

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Lining up your Ducks – Get your business in good order

A week or so ago, I asked readers of Inside Information to help me compile a checklist of the basic information that would need to be passed on to a successor of your business. As you’ll see below, I’ve compiled the outlines of a checklist from more than 100 messages that I received, many of them offering a piece of the overall puzzle.

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