Pages
Posts by category
- Category: Blog
- Constellation Thinking and Training Your Brain to Create an Effective and Doable Strategic Plan
- 3 Expert Tips to Streamline, Scale, and Succeed using Outsourced Providers
- C-Suite Trifecta: The Missing Link
- Best Tech Stacks for Streamlined Business Operations and Productivity
- Top 3 Scaling Accelerator Techniques from My Virtual COO
- The Cost of Doing Nothing
- How to Improve Team Buy-In on Major Changes
- Transactional vs Transformational Business Leadership
- The Power of Visualizing Career Paths for Employees and New Hires
- How to Improve Your Operations with a SWOT Analysis
- Make Lasting Changes with Top-Down and Bottom-Up Business Planning
- 4 HR Trends for 2022
- How many CEO’s does it take to successfully run a prosperous organization?
- PODCAST: Growing Your Business Through Change Management
- Using the IDEOS™ Mantra to Transform your Business
- How to Attract, Retain, and Energize Talent? Teach Them!
- A Few of our Many Visual Elements to Accelerate Improvements and Growth
- VIDEO: Role Charting
- VIDEO: Energy Mapping
- VIDEO: Energy Blocking
- VIDEO: Business Planning 101
- VIDEO: Making Meaningful Connections
- VIDEO: Protect Your Time
- Time Management Hack
- Mastering Symbiotic Relationship of Energy and Time
- On Becoming (the Voice of) Jennifer Goldman and Ghost Writing
- Be Clear, Be Trusted, Be Hired: How to Avoid Business Uncertainty that Can Injure a Client’s Trust
- 4 Reasons Businesses Need to Chart Services and Client Segments
- Business Plan Visualization and Achieving your Business Goals
- 5 Business Development Strategies to Boost Sales
- To be or Not to be a Trainer of Your Business Leader
- Productive Collaboration is the Key to a Successful Business
- Listen to Jen on the Something More Podcast on the Human Connection and Home Work Setup
- The Benefits and How to Easily Create Effective Processes to Expand your Business and Profits
- How our Boost Call moves your business forward
- Tech and Psychology Tips on Working from Home
- The Importance and Easy Steps to Proactively Managing your Business Finances
- How to Set Up Your New Hire for Success
- Recruiting Qualified Talent that Bolsters Business Growth
- Differentiating Between Average and ABOVE Average Firms
- Rising out of the Dangerous Middle
- Superwoman and the Bus to Happy Business Land
- Client Segmentation: Why Clarifying and Limiting Our Business Actually Helps it to Grow
- Offboarding 101: How to Say Goodbye to Not-Fit Clients
- Managing vs. Mentoring Staff: How Leadership Styles Affect the Potential for Growth
- Addressing Change Over Changes
- Preventing Workplace Burnout: A Proactive Approach
- Shiny Object Syndrome or S.O.S. Cry for Help?
- Getting the “Buy In” for Change: Addressing Collaboration
- Client Segmentation frees you to grow and prosper
- Growing profitably and with less effort
- Stop dying and start living! Why you MUST learn to build a strategy team to experience positive growth, culture, and profitability
- Simplifying the management of a Tax and Wealth Management business
- I blame Michael Kitces and myself
- The IDEOS™ method to transforming your mind and business
- Improving Time and Energy Management and the Client Experience
- Staffing: Attracting the Right People to the Right Roles
- The benefits of automating your processes (with a few tech tips)
- Lining up your Ducks – Get your business in good order
- How our Boost Call moves your business forward
- Gut check and how Women can learn from Men
- Which comes first – Improving processes, Recalibrating staff, or Implementing technology?
- The crucial process that no one is building – How to Off Board a Client
- DIY tips to improving your processes
- Question Bursting and how to implement this great method to solving business problems
- Learn how to become a Professional Buyer of Advisory Businesses
- Performance reporting is dead… a repeat of my 2014 message
- The How-To for advisors on managing Alternative Investments and examples of expert, trusted solutions
- Follow the money – knowing how your providers get paid
- Penny-wise solutions to improving your client experience and business
- Stereotyping and why it matters this time
- The difference between a business and practice – and not getting left behind
- Coffee shops and how business owners allow them to waste time and money
- Providing the best experience for consumers and advisory firms
- It’s Time for Kaizen! Infuse Lean Thinking into the Financial Planning Process
- Building Your Virtual COO: A quick solution to improving the Staff Experience
- Tired of being a business owner? Consider talking to this evolving list of RIAs or Equity Partners..
- A few worksheets to help improve your business profitability and operational excellence
- What Is a Virtual COO?
- How to Attract, Retain, and Energize Talent? Teach Them!
- Creating Better Connectivity with Clients and your Audience
- Process Automation Done the Redtail CRM Way
- Top 2 tech tools and solutions to lowering burnout and the workload
- Category: Business Development
- Category: Business Finance
- Category: Business Management
- Category: Case Studies
- Category: Client Clarity and Experience
- Category: Human Resources
- Category: Leadership
- Category: MA Express
- Category: Marketing
- Category: Orient Client
- Category: Podcast
- Category: Productive Collaboration
- Category: Talent Development
- Category: Technology
- Category: TESTIMONIALS
- Category: Testimonials-Home
- Category: Time and Energy Management
- Category: Uncategorized
- Category: Video
Processes
service
True Stories
- True Story: How Emotional Decision-Making Negatively Impacted This Succession Plan
- True Story: Transforming Team Collaboration and Client Service to grow a $1.4 million company
- True Story: Unhindered Growth: Transforming a Business for Success and Independence
- True Story: Transforming a Team from Fearing to Fearless
- True Story: A Transformation of People and Growth
- Remarkable Turnaround - How a Firm Streamlined Operations, Maximized Value, and Transformed Client Relationships
- True Story: From No to Grow - Saving Our Client from the Brink of Chaos
- True Story: How C-Suite Thinkers Transformed Profits in Under 9 Months
- True Story: From Troubled to Thriving Four Concrete Solutions for Sustainable Growth
- True Story: Making Growth by Subsidiaries Improves, Not Hurts, the Bottom Line and Culture
- True Story: Managing People, Fees, Turnover, and Sales to Build a Healthy, Thriving Business
- True Story: An Overdue Flip to Profitability After 10 Years in Business
- True Story: Blindsided New Owner Transforms Unprofitable Business in 12 Months
- True Story: From disorganized and stagnant to a vibrant, thriving corporate culture and bottom line
- True Story: From 1% to 21% Profitability and 50% Increased Valuation in less than 2 Years
- True Story: Business Attracts $30K Using 4 Cost-free Development Strategies
- True Story: Productive Collaboration Shined the Light on a Potential Successor
- True Story: Don’t Stash Your Profit-Loss Statement Under the Mattress
- True Story: The Danger of Skipping the New Hire Onboarding Process
- True Story: What Happens When You Rush/ Disregard the Hiring Process
- True Story: How $600 million AUM Advisory Firm improved profitability and culture
- True Story: How Off Boarding Clients Improved the Client Experience and Sustainable Growth
- True Story: JGC steers $2.1b AUA firm to 75% productivity increase, better client experience, and scalable business
- True Story: JGC helps a $337m RIA transition to new owners, modern systems, and higher growth
- True Story: JGC helps a firm attract $30 mil AUM and a higher valuation
- True Story: JGC pivots a $1.9 b firm from losing clients and profits to retaining and growing
- True Story: JGC helps $260m AUM business provide more valuable client experience with less work
- True Story: JGC helps a firm attract $91mil AUM within 2 years and two experienced advisors
- True Story: JGC helps firm train up COO, increase AUM by $31m, reduce expenses, and increase valuation
- True Story: JGC helps firm attract $20mil AUM and reduce expenses by $80,000
- True Story: JGC helps firm attract $27mil AUM, 2 new staff and maintain owner's 5 hour workday
- True Story: Reduced expenses by $200,000, attracted experienced advisor, and improved compliance
Attendance Reports
- Report - May, 2025
- Report - Apr, 2025
- Report - Mar, 2025
- Report - Feb, 2025
- Report - Jan, 2025
- Report - Dec, 2024
- Report - Nov, 2024
- Report - Oct, 2024
- Report - Sep, 2024
- Report - Aug, 2024
- Report - Jul, 2024
- Report - Jun, 2024
- Report - May, 2024
Categories
Type
Module Width
Scope
true stories
