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.
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.
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.
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!
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.
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.
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.
Your business can transform through prioritization of business improvements and goals, empowered team members, improved processes, highly utilized providers, and high adoption of tech time-savers.
Decide your pace to successfully transform your business.
Transformative engagement for $1 million+ revenue businesses seeking profitable growth and raving fans while maintaining quality service, positive office culture, and focus on goals. Includes prioritization and budgeting of initiatives, educated decisions, improved processes, mentoring, and elimination of cost and culture-killer mistakes.SCHEDULE AN INQUIRY CALL
Interactive learning for executives and influencers on successful business and change management. Includes templates for staff role progression, time-saving tech integration design, process improvements, and goal setting. Provide methods to improving business profitability, growth, scalability, and positive culture of continuous change.LEARN MORE
It can be painful to admit, especially as a business leader, that you don’t have all the answers. The only way to truly transform a business is by taking a look at the overall wellness of the firm.read more
Over the past decade, there has been no shortage of debate over whether workplace burnout is a “real” condition or a scapegoat for employees. It’s difficult to substantiate a syndrome or condition when there is no quantitative way to measure it.read more
Letting clients go can be a difficult decision and continually hiring new employees wasn’t the best solution to growth. Here is the story of how one firm used Facet Wealth to thrive!read more