SERVICE LEVELS
Implementation
Working with your Executive Team and Operations Manager
Advisory
Guiding your Executive Team and Operations Manager
Deliverables
People – Skill Role Matching, Productive Collaboration, Career Pathing, Talent Development, Hiring and Outsourcing, Strategizing, Client Segmentation, Services Delineation, Ideal Client Matching, and Off Boarding Process Management.
Profitability – Project 5-year Growth Goal and 1-Year Revenue Expense with recommendations and analysis of impact on staff and profitability. Define priorities, timeline, resource allocation, champions to implement and achieve high adoption and impact of improvements.
Productivity – Utilize IDEOS® to maximize the use of staff, providers, tech to reduce work and improve the client experience. Identify and recommend improvements through design thinking, process and tech flow diagrams, and ‘sell, not tell’ communication methods.
Growth – Identify major gaps and low impact marketing. Identify major market-ing needs, metrics, goals, providers, and resource allocation, Provide quick wins to convert viewers into calls and build trust online.
5 E BENEFITS
EMBRACE CLARITY
EASE THE LEARNING CURVE
ELIMINATE TIME WASTERS
ENERGIZE GROWTH
ENGAGE STAFF
Testimonials
Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm. Thanks Jen
Michael Pallozzi
HFM Advisors
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.
James Williams
Williams Financial
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.
Isaac Wright
Financial Dynamics
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.
Craig Larsen
AHC Advisors
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!
Jason Gabrieli
HFM Advisors
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.
Christine English
Marshall & Associates
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.
Pat Herrington
Pekin Singer Strauss Asset Management
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.
Tim L. Baker
Timonier