SPEAKING: Jen shares how to transform your business with Process, People, and Tech @ FPA NorCal 5/30


Join Jen Goldman, CFP®, on how to transform your advisory practice into a thriving, enjoyable business at FPA NorCal in May

REGISTRATION IS SOLD OUT. If you want to meet Jen while she is in San Francisco, email her at

Key Take Aways:

How to quickly identify confusion and time wasters

How to quickly create your own function chart and identify capacity gaps and work overload.

How to ‘Ideate’ what you want your staff and client experience to be and infuse technology.

In the meantime, if you crave solutions to building a thriving business, SUBSCRIBE to our monthly solutions newsletter.


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