Our Speaking Information

Jen has empowered and trained 1,000s of small business leaders on how to thrive, effect positive change and strategic plan and implement improvements to boost growth.
From crowds larger than 500 people to intimate workshops, Jen’s energy and training increases your business health so you can have a greater positive impact on your employees, clients, and community.
A few of the industry-leading conference stages include Vistage, FPA, Tech Tools, NAPFA, and MDRT. Jen’s insights have also been featured in leading publications such as: Inc Magazine, Liberated CEO, Tools for High-Profit Margin Practice, Vettafi, ReThinking65, NAPFA, Technology and Tools for Today, Nerds Eye View, and Trusted Advisor.

Craig J - Vistage Chair

“Her program kept my members engaged with various hands-on exercises, a couple of which involved them getting up out of their seats. Her scores averaged 5.0 for content, 4.6 for delivery, and 5.0 for applicability, with 100% recommendation – which is no small feat given that we have a couple of members with reputations for grading harshly.

Jen has an engaging style, which helped her instantly connect with my members. She was mindful and respectful of time, planning her wrap-up so that she finished right on time. Also, she never drifted into selling mode. If you have a meeting without a speaker or if a speaker cancels, I strongly recommend inviting Jen to present to your group. You—and your members—won’t be disappointed.”

Meghan S - Wealthbox Marketing Manager

“When hosting Jen for one of our Best Practices webinars she always brings such great content for the Wealthbox audience. Jen has an amazing way of making her presentations easy to digest and collaborative so that the audience walks away with hands-on experience, ready to deploy on their own.”

Jac A - Redtail Senior Subject Matter Expert

“Jennifer is a dynamic and knowledgeable financial advisor technology expert who has consistently delivered exceptional value to her audiences. Her ability to simplify complex topics and present them in an engaging, accessible manner is truly remarkable. I’ve witnessed firsthand her knack for fostering insightful conversations with clients and introducing innovative technology solutions. Her upbeat and positive demeanor creates an inviting atmosphere that keeps listeners engaged from start to finish. Easily inspiring small business leaders and captivating audiences, Jennifer is a natural-born communicator, even virtually. I am confident that Jennifer would be an invaluable asset to the Speaker community and bring immense value to your listeners.”

Speaking Engagements

The Customer Wins: Improving Customer Experience and Growth Through Operations With Jen Goldman

Your Next Big Project Is YOU: Lead With Passion with Jen Goldman

Redtail Practice Management: Building Your Business for Generational Success with Jen Goldman

MDRT EDGE Boston: Transforming Your Business with Jen Goldman

My Virtual COO: Boost Operational Excellence, Profitability, Scalability Workshop with Jen Goldman

My Virtual COO: Planning to be more Profitable and Scalable with Jen Goldman

FPA New England: Transforming Your Business for Growth, Legacy, and Profitability

My Virtual COO: Transformative Change Techniques

Streamline: The Practice Efficiency Conference

Roundtable: Defining Performance Metrics and Role Scorecards

Business With The Boyz: Ep 032 – Jennifer Goldman

Social Advisors: Scaling Smart: When and How to Grow Your Team

Unf*dge Your Marketing: The Hidden Costs of Skipping Marketing Strategy

Podcasts

Lifeblood: Rediscover Your Passion with Jen Goldman

Wicked Pissah: Jen Goldman on FPA MA Has Something For Everyone

The Customer Wins: Improving Customer Experience and Growth Through Operations With Jen Goldman

How to Survive and Thrive: #Nugget131-IDEOS-Jen Goldman:

Financial Advisor Success: Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman

Entrepreneur’s Journey: From Burnout to Balance: Jen Goldman’s Guide for Thriving Businesses

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