Richer Soul

Ep 420 Optimizing Time and Money with Jen Goldman


Listen Later

Optimizing Time and Money

 

In this episode of Richer Soul, we sit down with Jen Goldman, a seasoned business transformist with 30 years of experience in revolutionizing small to mid-size businesses. Jen shares her journey, insights on scaling businesses, and her unique frameworks that drive sustainable success. From mindset shifts to operational efficiency, Jen brings transformative wisdom to the table.

 

Key Takeaways:

  1. The Power of Visualization and Collaboration: Jen emphasizes visualization as a cornerstone for success. Pairing this with productive collaboration allows businesses to harness collective strengths and achieve their goals effectively.
  2. Strategic Business Recalibration: For sustained growth, recalibrating operations, skills, and mindset is crucial. Jen highlights how Lean processes and optimized tech integration can propel businesses forward.
  3. Learning From Life’s Financial Lessons: Early exposure to financial discipline shaped Jen’s approach to money and business. Her experiences as a child taught her the value of budgeting and long-term planning.
  4. Work-Life Integration: Jen shares her perspective on maintaining balance through intentional planning and prioritization, emphasizing the significance of creating an environment conducive to personal and professional growth.

 

Money Learning:

Jen’s early exposure to financial management was shaped by her parents’ deliberate actions to teach her the value of money. From tracking assets and liabilities on a DOS computer to paying rent after college, these lessons instilled a foundation of financial discipline. Today, Jen integrates these principles into her work with businesses, advocating for financial transparency and strategic money management.

 

Bio:

Jen Goldman is a business transformist with decades of expertise in guiding service-oriented businesses. She specializes in operational efficiency, team scalability, and mindset alignment. Her frameworks, such as the 3Ps and a G Benefit Documentation and IDEOS®, have reshaped countless businesses. Jen is also a prolific contributor to publications like Inc., NAPFA, and Trust Advisor.

 

Key Discussion Points:

  1. Early Financial Lessons: Jen’s childhood experience of learning financial management from her parents laid the groundwork for her career in business transformation.
  2. Scaling Businesses: The importance of recalibrating teams, integrating tech, and creating Lean processes.
  3. Visualizing Success: Jen shares how visualization tools and collaborative efforts bring clarity and drive growth.
  4. Adapting to Change: Her strategies for accelerating organizational change and fostering high adoption rates for new initiatives.
  5. Empowering Clients: Jen’s approach to empowering business owners to reclaim time and boost profits.

 

Conclusion:

Jen Goldman’s journey underscores the power of aligning operational strategies with personal growth. Her transformative insights remind us that the path to success is often paved with intention, discipline, and a willingness to adapt. Whether you’re an entrepreneur or a business leader, her strategies can help create a thriving, sustainable enterprise.

 

Links:

Website: www.myvirtualcoo.com

Monthly Problem Solution Tip: https://myvirtualcoo.us5.list-manage.com/subscribe?u=0d8879e9e581ebdfa76a788e0&id=26c05735bc

LinkedIn: https://www.linkedin.com/in/jenniferagoldman/

LinkedIn Newsletter: https://www.linkedin.com/newsletters/business-transformations-6988142358995345409/

Facebook business page: https://www.facebook.com/MyVirtualCOO

 

Watch the full episode on youtube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ [email protected]   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
...more
View all episodesView all episodes
Download on the App Store

Richer SoulBy Rocky Lalvani

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

55 ratings


More shows like Richer Soul

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,920 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

618 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,278 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

428 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

485 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,514 Listeners

Optimal Finance Daily - Financial Independence and Money Advice by Optimal Living Daily | Diania Merriam

Optimal Finance Daily - Financial Independence and Money Advice

1,267 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,426 Listeners

ChooseFI by ChooseFI

ChooseFI

5,093 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

499 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

905 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

4,415 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,918 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

320 Listeners