Speaking Information
Jen has trained and empowered thousands of small business leaders to drive meaningful change, strengthen operations, and implement strategies that accelerate growth. Her speaking style blends clarity, energy, and practical tools that help organizations improve business health and expand their positive impact on employees, clients, and communities.
She has presented on stages ranging from intimate workshops to audiences of more than 500. Her conference experience includes Vistage, FPA, Tech Tools, NAPFA, and MDRT. Her insights have been featured in leading publications including Inc Magazine, Liberated CEO, Tools for High Profit Margin Practice, Vettafi, ReThinking65, NAPFA, Technology and Tools for Today, Nerd’s Eye View, and Trusted Advisor.
Topics include: Time and Energy Blocking, Authority and Role Clarity, IDEOS Lean Six Sigma Thinking, 4W 4P Strategic Planning, Tech Flow Mapping, and Visualization Techniques that support engagement and change.
Published In
“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 percent recommendation. Jen has an engaging style, connected instantly with my members.”
~ Craig J
Vistage Chair
“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.”
~ Meghan S
Wealthbox Marketing Manager
“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 remarkable. She is a natural communicator and would be an invaluable asset to any speaker community.”
~ Jac A
Redtail Senior Subject Matter Expert
Speaking Engagements
Social Advisors: 2026 Growth Blueprint: Operations & Marketing Strategy to Drive Excellence
The Advisor Summit Podcast: Transform & Scale Your Financial Advisory Firm with Practical Solutions
Business Vitality®: 198 – People, Process, Profit and Presence with Jen Goldman
Scale Architects: The One Person You Need to Scale Your Business with Jen Goldman (stage 3) – Ep. 334
Stacie Sussman RevUp Advisory : Fix the Friction: How C-Suite Leaders Unlock Productivity and Profitability
Marketing Matchmaker: Growth vs. Scale: Why Most CEOs Get This Totally Backward (w/ Jen Goldman) – Episode 224
FP Transitions: Designing Your Team for Profitable Growth
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
Financial Advisor Success: Ep 092: Taking More Vacation Time By Standardizing Workflows And Processes In Your Advisor CRM with Jennifer Goldman
Quantum Growth for Financial Advisors: Growing Your Business Through Change Management
Entrepreneur’s Journey: From Burnout to Balance: Jen Goldman’s Guide for Thriving Businesses