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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Oct 2, 2018

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

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