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Practice Management Takeover with Jennifer Goldman
Accelerate Growth and Scalability using Collaboration Tools

Join Jen Goldman, CFP® and Business Transformer, to see the latest collaboration tools that increase productivity, improve communication and adoption of change.

Key Points: Learn how collaboration increases culture, learning curve, progress, adoption, and produces clarity on each person's value to the team and business.

Key Tech Ecosystem elements discussed: Business Intelligence, Visualization, Project Management, Core, and CRM

0150-OAT-1/19/2023

Feb 14, 2023 10:00 AM in Pacific Time (US and Canada)

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