SPEAKING: Jen shares how to transform your business with Process, People, and Tech at IFG’s Annual Conference



Jennifer shared the benefits and how-to’s of transforming an advisory practice into a thriving, enjoyable business with the advisory firm owners allied with IFG.

Key Take Aways were:

  1. Understand the roles and functions at your firm and who holds each. Then identify gaps in capacity and work overload.
  2. Determine what you want your client servicing process to be – is it infused with online portals and remote video meetings or face-to-face meetings and paper reports?
  3. Then infuse technology to free up capacity, lower the workload, produce the client servicing process you want your clients to experience


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Thanks for learning how to transform your business!



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