Transform your Business through Process, People and Technology

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Now is a great time to transform your business for growth and enjoyment. This webinar will help you utilize Jen Goldman’s process-driven solutions to reclaim time and clarity to develop a powerful team and thriving business. Additionally, you will learn:

• The benefits of transforming your business
• How to quickly identify and solve burnout and capacity gaps
• Design a better processes and tech stack to service your clients and reduce workload
• Improve your operating methods and eliminate time wasters

Jen will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

Speakers

Jennifer Goldman
Consultant
Jennifer Goldman Consulting

Jennifer is a CFP with 25 years experience transforming advisory businesses through best use of processes, people, and tech. Jennifer's career path included Quality Control specialist at M&T Bank, first woman rookie advisor at Boston's Smith Barney, Senior Planner at the largest multi family fee-only advisory firm in the 90s, Advisor to angel and venture investors, and COO at several advisory firms. She has spent the past 11 years as a transformation consultant for advisory firms and broker dealers, is published, presents at conferences, and holds half-day retreats for executives. In her spare time, Jen travels to family in Buffalo NY, manages a home of 2 kids and one very understanding man in Massachusetts, is Vice Chair of her town's Finance Committee, and founder of her town's Personal Finance Program for middle school kids.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.