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    Aif® Jen Gloss

    Business Consultant partnering with financial advisors to optimize their business

    Professional Background

    Jen Gloss is a seasoned Practice Management and Customer Experience Executive with over two decades of experience in the financial services industry. Throughout her impressive career, she has partnered with Independent Financial Advisors, Registered Investment Advisors, and various institutions to create and implement strategies that significantly enhance client experiences. Her expertise extends to driving growth, profitability, and productivity, allowing firms to thrive in a competitive landscape while ensuring their clients receive exceptional service.

    In her career journey, Jen has held multiple leadership positions that showcase her versatility and depth of knowledge. As a natural leader, she has a proven track record in business consulting, sales, marketing, education, and government relations. Additionally, Jen served as a financial advisor, further solidifying her understanding of the intricacies involved in managing client relationships and business development. Her passion lies in utilizing her extensive experience to assist advisors in building successful businesses while improving the experiences of their clients.

    Education and Achievements

    Jen's academic foundation is rooted in a strong business education, having obtained a Bachelor of Business Administration (BBA) from Thomas More University. Her commitment to professional development is evident through her advanced studies, including a Master's of Science in Executive Leadership from the University of San Diego, where she honed her skills in executive business leadership. Jen also holds a Customer Experience Certificate from Rutgers University-New Brunswick, emphasizing her dedication to providing unparalleled client experiences. Additionally, she is an Accredited Investment Fiduciary® through FI360, specializing in the implementation of proper policies and procedures as an investment fiduciary.

    Her educational qualifications complement her impressive career accomplishments, including her role as Vice President and Business Consultant at AssetMark. Here, Jen leverages her industry expertise to drive strategic initiatives that foster business growth. Moreover, her previous experience as Senior Vice President of Business Consulting at LPL Financial allowed her to lead various teams effectively and impactfully.

    Notable Contributions

    Throughout her career, Jen has made significant contributions to the financial services industry and beyond. She played a pivotal role as Vice President of Organizational Development & Strategic Planning and Vice President of Technology Marketing at LPL Financial, where she led teams to implement innovative solutions that were aligned with critical business objectives. Her initiatives have been instrumental in advancing the organizational goals of the institutions she has served.

    Jen also served as an Adjunct Professor and Founding Board Member at Rutgers University, where she utilized her expertise to shape the next generation of financial professionals. Her commitment to education is matched by her enthusiasm for public speaking, with a knack for inspiring audiences and sharing her insights on practice management and client experience.

    Her early career as a Financial Advisor at Great American Life Insurance Company/Great American Advisors, Inc. equipped her with firsthand insights into the financial advisory world, allowing her to relate to and empathize with the challenges faced by financial professionals. These experiences have informed her approach in helping financial advisors enhance their practices.

    Specialties and Skills

    Jen Gloss exemplifies a unique blend of skills and specialties that position her as a leader in practice management and customer experience. Her abilities span across developing strong relationships, strategic planning, team building, and leadership. Jen brings a smart-working attitude and a solution-oriented mindset, allowing her to tackle complex problems with ease.

    As an expert in customer experience (CX), Jen understands the importance of creating a seamless and engaging experience for clients. Her development of effective practice management strategies not only boosts business performance but also prioritizes the needs and expectations of clients, which is central to fostering long-term relationships.

    Jen's proficiency in new product and program launches showcases her innovative spirit. She consistently seeks ways to enhance service offerings and improve operational efficiencies for the organizations she collaborates with.

    Conclusion

    In summary, Jen Gloss is a dedicated Practice Management and Customer Experience Executive with a wealth of experience, an impressive educational background, and a deep commitment to enhancing the client experience for financial advisors. Her leadership skills, strategic mindset, and passion for developing relationships within the financial services sector make her a valuable asset to any organization seeking to elevate their practice management capabilities. Jen's journey reflects her unwavering dedication to empowering advisors and institutions in building successful, client-centric businesses.

    Related Questions

    How did Jen Gloss develop her expertise in practice management and customer experience?
    What strategies has Jen Gloss implemented to enhance client experiences in the financial advisory sector?
    In what ways has Jen Gloss contributed to the training and development of future financial professionals at Rutgers University?
    What notable achievements has Jen Gloss accomplished throughout her career in the financial services industry?
    How does Jen Gloss incorporate her diverse background into her leadership style and problem-solving approaches?
    Aif® Jen Gloss
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    Location

    San Diego, California, United States