Our Boost Call is for businesses that need a second opinion and practical, specific ideas to move the business forward. The topics can range from client segmentation and servicing, business modeling, staffing, providers, technology, processes and more.
The call is a video and screen sharing call. Jen will show tools, templates, and ideas visually to help you understand the specific recommendations provided. Seeing is believing! After the call, Jen will send an email that summarizes and prioritizes the recommendations with the appropriate templates attached.
All you need to do is click HERE, schedule and pay for the call, and reply to the call confirmation email with the topic(s) you’d like to discuss.
Here are a few testimonials of our Boost Call
A “boost” call with Jen was exactly what I needed. She’s very knowledgeable about the wide range of software required and she asked excellent questions to be sure her recommendations were on target. A great experience!
– Debbie Levenson, CFP®
“All this time, I’ve felt like Tom Hanks talking to Wilson the volleyball… Once I engaged Jennifer, I finally realized it was only a volleyball this whole time… Jennifer actually understood what I was saying, spoke my language and explained things with a clarity I have been seeking out for quite some time.”
– Michael Calabrese, CFP®
“This had great value for our firm.”
– David Bezar, Financial Services & Marketing Entreprenuer
“Thank you so much for all the fabulous information and great summary on the Boost Call. I appreciate you.”
-Alex, CFA®, CFP®, CPWA®
We hope you join us on a Boost Call!
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