Business Management vs. Practice Management

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Transform businesses to thrive through improved business initiative management:

  • Create successful business plan, timeline, and budget of major initiatives, goals, costs, and manpower
  • Boost growth by enhancing all major processes, eliminating work, and maximizing the use of staff and providers
  • Attract and retain staff by improving online presence, clarifying roles and responsibilities, career paths, bonus goals, and soft perks

About Jennifer Goldman Consulting

Jennifer is a CFP® with 25 years experience transforming businesses. Her proven IDEOS method has produced profitable, scalable, legacy businesses with empowered staff and positive culture, and a great client experience. Jennifer's career path included Quality Control specialist at M&T Bank, first woman rookie advisor at Boston's Smith Barney, Senior Planner and Operations Transformer at largest multi family office firm in the 90s, Advisor to angel and venture investors, and Director of Operations at several firms. Jen has been published in Inc Magazine, Tech Tools for Today, Liberated CEO, and spoken at national conferences. Her passion is to teach the methods to business owners through her workshops and consulting. Jen's personal life includes being mom of 2 children, wife of one very understanding man, Finance Committee Member, marketing and tech pro bono consultant to League of Women Voters - Get Out the Vote, founder of town's Personal Finance Program for middle school kids, and other various activities.

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Compliance, Other, Practice Management
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

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Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

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