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Business Management vs. Practice Management

Product Description

About this Product

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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.

Product Details

More info about us

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Category

Practice Management, Other, Compliance
Serving Since Icon

Serving RIAs Since

1993
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Discount for Schwab Clients?

Yes

0719-93C0

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.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

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.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.