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Today’s episode of In The Suite  with Jennifer Goldman, CFP®. Jen is a problem solver and a process geek with more than 30 years of experience transforming service businesses within the finance industry. She’s a mom, wife, and schools activist with a huge heart for community, service, and volunteering.

“You've got to follow your passion, and what you absolutely love to do,” says Jen.

Jen has been published in several magazines, taught workshops, and spoken at several national conferences such as T3 Technology Tools for Today, Journal of Financial Planning, Investment News, Inside Information, The Trust Advisor, FPA, NAPFA, and more. 

In this podcast episode, Jen talks about how to create a life career mission statement, why protecting your time is so essential, and so much more. She’s a woman of strategy, systems, and execution with a passion to help more consumers reach financial freedom. Be sure to listen to the full episode!

Join the conversation to hear about:

• Changes in technology since the start of COVID (06:10)
• Shifting toward permanent acceptance of a virtual business model (10:15)
• Why Jennifer chose to scale back her business (15:00)
• Why it’s easier to make choices if you have a vision for the future (20:55)
• The end of the “Yes” person (27:50)
• Transforming the people within the business (32:25)
• How to create a life career mission statement (36:50)
• What consulting with Jen looks like (39:10)
• Why protecting your time is so essential (45:10)
• Jen tells us about what it was like to create her educational courses (47:30)
• How to get in touch with Jennifer (54:00)
• What Jen’s superpower is! (58:00)

Referenced Materials

• Jennifer Goldman CFP® Consulting
• Jennifer Goldman CFP® - LinkedIn
• Jennifer Goldman CFP® - Twitter
• Jennifer Goldman CFP® Business Operations Online Courses 
• "The Challenger Sale: Take Control of the Customer Conversation" by Matthew Dixon and Brent Adamson, Book on Amazon 
• #FASuccess Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman

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📧 Want to get in touch? Email me at [email protected]