20/20 Money Episode #149 – Systematizing to Specialize with Jen Goldman

Welcome to this episode of 20/20 Money! My guest on today’s show is Jen Goldman. Jen has spent her career helping service-based businesses think through and build processes that ultimately help the business grow larger than any individual owner, thus allowing the practice owner to build a bigger enterprise value (higher valuation) of their business while allowing more freedom and flexibility for the practice owner.

It doesn’t come easy, though, and in this conversation, we talk through some concepts, strategies, and action plans that practice owners can take to help “systematize to specialize” their patient experience and other practice processes.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

If you’re interested in having your question and your voice featured on the 20/20 Money podcast, you can submit it here. You can either include your name or submit anonymously. Please keep your questions short and to the point. Sometimes writing it down beforehand can help.

And with that introduction, I hope you enjoy my conversation with Jen Goldman.

References:

Lucid charts

Asana

Monday.com

Process.st

Brene Brown