Becoming Referable Podcast

Jennifer Goldman is a coach who has helped hundreds of advisors transform into profitable, higher growth businesses. In the work she does, Jen focuses on strategic planning, recalibrating staff and resources and creating operational efficiencies. Takeaway Quote: “If you off board clients well, you feel […] The post Jennifer Goldman on How to Say ‘Good-Bye’ to the Wrong Clients appeared first on Becoming Referable.