Jennifer Goldman, CFP®, is a business transformation specialist. She has 20+ years’ experience in the financial services industry and has transformed hundreds of professional services firms into profitable, higher growth businesses. Jen’s expertise is in strategic business planning, staff and resource recalibration, tech integration optimization, Lean® process creation, and implementation of operational efficiencies. Her philosophy includes productive collaboration and the IDEOS® mind- set. Her written work can be found in magazines and online, she is published, quoted and has spoken at several industry leading conferences.
Transforming your Business for Growth, Legacy and Profitability
In this energetic workshop-style presentation, Jennifer provides business examples and demonstrates how to transform your business to grow, empower staff, increase capacity, reduce labor costs, increase client communications and satisfaction, and lower owner burnout.
Attendees actively participate in two or three interactive exercises:
"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
C-Level Executives of professional services businesses with 2+ advisors, an operations manager, and the willingness to improve the business to boost growth, profitability, and a better staff and client experience.Logistics:
Reimbursement for airfare to/from Boston MA, rental car or Uber, hotel, and speaking fee (starts at $3,000) that is dependent on time out of office, access to attendees list, and length of session.