Jennifer Goldman, CFP®, shared the benefits and how-to’s of transforming an advisory practice into a thriving, enjoyable business with the advisory firm owners on Right Capital’s webinar series for advisory businesses.
Key Take Aways:
Wipe board your process to quickly identify confusion and time wasters
Draft your own function chart to identify gaps in capacity and work overload.
Ideate what content you want your own and the client experience to contain within the technology. Then infuse specific technology to lower the workload, and create the experience you want for yourself, staff, and the clients.
Full presentation slide deck: 2017 Right Capital Webinar with Jennifer Goldman Consulting.
Recording of the 20 minute webinar: RECORDING
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