Workshops and Speaking

Jen's Workshops

"This is proving to be an AWESOME workshop. Any not here really missed out."
Joel Bruckenstein, Producer of T3 Tech Tools Conference

Workshop on becoming more Profitable and Scalable

Published and Spoken at

WORKSHOP: King of Prussia PA 10/18 on Should I Stay or Should I Go-Changing Systems

Join me and CSSI for a working session in PA around decisions on staying or moving to a new way of operating your business. Click HERE to learn more and register.

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 jen@jennifergoldmanconsulting.com. Key Take Aways: How to quickly identify confusion and time wasters How to quickly … read more

SPEAKING: Jen shares how to transform your business with Process, People, and Tech @ FPA Philly 5/16

  Join Jen Goldman, CFP®, on how to transform your advisory practice into a thriving, enjoyable business at FPA Philly in May REGISTER HERE 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 … read more

WEBINAR: 2/15 Jen shares ideas with Advisor Perspectives on easily transforming your business

  RECORDING HERE   Key Take Aways: How to overhaul your processes and eliminate confusion and time wasters How to identify capacity skill gaps and work overload and benefit from re-calibrating your team How to infuse specific technology and create the best experience for yourself, staff, and the clients to attract and manage more business Thanks for … read more

WEBINAR: Jen shares how to transform your business with Process, People, and Tech with Right Capital’s crowd

  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 … read more

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: Understand the roles and functions at your firm and who holds each. Then identify gaps in capacity and work overload. Determine what you want your … read more

WEBINAR: Jen shares how to “Make Your Website a Workhorse” on Twenty Over Ten’s webinar series

REGISTER HERE   Would you like to make your website a workhorse? Want more leads? Interested in adding more value to your current clients? Learn about tools that do the work, boost business growth, and build trust online. We will share how other firms are successfully using web to lead, portals, analytics, videos and more! Join us for this information-packed … read more

5/19 Webinar: How CEO’s Conquer Stress and Beat Burnout!

Join fellow CEOs and Leaders to learn how to identify sources of stress and receive tips on how to beat burnout before it……burns you out! Beat the Burnout Webinar May 19th 12pm EST   CLICK HERE to REGISTER Email jen@jennifergoldmanconsulting.com to request the “Capacity” chart to quickly identify all the roles you are juggling (sample below) Webinar Hosts:  Chris Holman, … read more

6/15/17 Pershing Insite in CA: Jen joining panel on Integration is the Key to Delivering Optimized, Digitized and Ultimate Experiences

Our Jen Goldman, CFP ® and Founder of My Virtual COO, will join other panelists for a discussion of Integration is the Key to Delivering Optimized, Digitized and Ultimate Experiences The panel will include a presentation and open discussion about: The Future of the Digital Experience Key considerations and differentiators How Execute your Integration Strategy If your … read more

3/8/2017 FPA: Join us for a lively, productive discussion on metrics we could use to measure success

SAVE THE DATE: 3pm EST Wednesday March 8th Thanks to great contributors, we will be offering ideas on quantitative and qualitative metrics that can more easily measure success. We want this to be an open discussion that helps all the businesses that join so save the date! FPA members: Click HERE to copy the event … read more

3/22/2017 FPA Webinar: Join Jen of MyVirtual COO to learn how to use tech to achieve Operational Excellence

FPA and non-FPA members can register HERE for FPA’s March 22nd 2pm EST 30-minute webinar Join Jen Goldman, CFP ® and Founder of My Virtual COO, with a session on how to achieve operational excellence! Learn how a tech plan, function chart, workflows, and an open mind will provide clarity and strategies to effectively improve your … read more

2/14/17 T3 Workshop by COO: Build your Tech Plan to be Operationally Profitable

Use discount code T3VCOO to register for Technology Tools Conference in Garden Grove CA Link: https://t3advisor.pathable.com/meetings/472581

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