Jen Becker

Jen Becker, a financial advisor and mom of four, shares her journey of tripling her revenue while working only three days a week. She reveals how narrowing her focus to pre-retirees and widowed women energized her practice. Jen discusses the importance of building a dedicated team, implementing effective systems, and overcoming the fear of making big investments. Key topics include creating a model week for better time management and using templates for consistent client service. Her actionable insights inspire listeners to simplify and scale their practices, all while maintaining a balanced life.