Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman
Financial Advisor Success · Michael Kitces
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Show Notes
Today's guest is an expert at operations and systems. Jennifer Goldman is the founder of an eponymous practice management consulting firm that works intimately with advisory firms on their operations, technology, workflows, and processes. After starting her career as a financial advisor and transitioning to operations leadership roles at two more advisory firms, Jennifer ultimately decided to go out on her own as a consultant.
In this episode, Jennifer shares her personal journey to building her own consulting practice, as well as the important lessons she learned while scaling her business. Listen in to hear the key mentality shift she had to make in order to transform from an advisor to a business owner, what it really means to adopt and implement workflows and processes into an advisory firm, and why it's so important for business owners to do just that in order to grow and scale their firms without losing themselves in the process.
For show notes and more visit: https://www.kitces.com/92