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New Planner Podcast

Oct 29, 2021

Jen Goldman is a Certified Financial Planner and Business Transformer with Jen Goldman Consulting based out of Boston, MA. Jen knew she wanted to be a financial planner when she was 19 years old, and she joins the show today to share her story of how she thrived as a young woman in a male-dominated industry.

Listen in as we dive into how Jen brought in clients during her early days as a wirehouse advisor, the things she learned about herself and her skills after a few years on the job, and why she decided to move to the operations and management side of business. You'll learn how Jen managed having a family and two small kids while also pursuing her career, as well as what she would like to see change within the financial planning profession.

You can find show notes and more information by clicking here: