4 min read

Focus On Talents: Turning Dreams Into Goals, Jessica Perez’s Passion for Helping Entrepreneurs

Unlocking Success: A Deep Dive into Jessica Perez Consulting

In the latest episode of Pathways, hosted by Amber Stitt, we had the pleasure of welcoming Jessica Perez, the brains behind Jessica Perez Consulting. Jessica, a dynamic force in the world of consulting, shared invaluable insights about helping small business owners, entrepreneurs, and financial advisors navigate the complex landscape of business growth and development.

From Dreams to Reality: Turning Goals into Achievements

Jessica Perez Consulting is a powerhouse for small business startups and entrepreneurs. Jessica's passion lies in transforming dreams into tangible goals and goals into reality. She emphasizes that the journey of starting a business often begins with a dream—a vision of what one wants to achieve. However, many people find themselves paralyzed by fear or uncertainty, not knowing where to start. Jessica steps in as a friend, coach, and consultant, guiding them through the initial stages and beyond.

Leveling Up: Elevating Small Businesses

But Jessica's work doesn't stop at startups. She also excels in helping established small businesses level up. Whether it's expanding marketing efforts, capturing clients on social media, or increasing efficiency, Jessica assists businesses in identifying what's missing and how they can reach new heights. Her goal-oriented approach ensures that business owners stay focused on their objectives and work systematically towards achieving them.

Financial Services Expertise: A Wealth of Knowledge

With nearly 20 years of experience in the financial services industry, Jessica brings a wealth of knowledge to the table. Her extensive background includes serving financial advisors in making crucial decisions about their careers and businesses. Whether advisors are considering leaving their current firm, starting their own, or seeking new partnerships, Jessica provides expert guidance. Her deep understanding of the financial landscape allows her to offer tailored advice that keeps clients front and center.

Walking the Walk: Practicing What She Preaches

Jessica's credibility is further bolstered by the fact that she walks the walk. She has lived the experiences she advises her clients on. Amber praised Jessica's ability to implement structure in her own life, from effective time management to balancing family and business responsibilities. Jessica's practical approach to goal planning extends to her personal life, where she and her family engage in activities like creating vision boards and setting annual goals. This holistic approach to goal-setting and time management is something she passionately shares with her clients.

Building Stronger Families Through Time Management

One of Jessica's standout beliefs is the importance of family time. She advocates for winning back family time, emphasizing that spending quality time together strengthens bonds and creates a better community. Her mantra, "Win the Table, Win the Kid," underscores the significance of simple activities like having dinner together as a family. While not all her clients are parents, she recognizes that everyone has personal goals that are integral to their overall well-being and success.

Assessments and Feedback: Tools for Success

A crucial part of Jessica's consulting approach involves understanding the people within a business. She utilizes assessments like DiSC, Enneagram, and StrengthsFinder to gain insights into team members' personalities and roles. By aligning the right people with the right roles, Jessica helps businesses operate more efficiently. She also values anonymous feedback, using it to gauge the company culture and identify any disconnects between leadership and team members. This thorough understanding of people and processes ensures that businesses run smoothly and achieve their goals.

Continuous Investment: The Key to Sustained Success

Jessica stresses the importance of continuous investment in both people and processes. She likens it to maintaining a vehicle—you don't just buy a car and neglect it; you invest in its ongoing maintenance. Similarly, business owners need to invest in their teams and themselves to prevent burnout and ensure long-term success. Jessica's holistic approach to consulting highlights the necessity of regular check-ins, team-building activities, and leadership development.

Empowering Women: A Mission Close to Her Heart

Jessica is particularly passionate about empowering women in business. Having faced similar challenges herself, she understands the unique obstacles women encounter in male-dominated industries. Through her involvement in organizations like Women in Insurance & Financial Services (WIFS) and the Hispanic Chamber of Commerce, Jessica strives to create a supportive community for women entrepreneurs. Her mission is to help every woman turn her dreams into reality and build successful, fulfilling careers.

Conclusion

In this insightful episode of Pathways, Jessica Perez shared her journey, expertise, and passion for helping people achieve their dreams. Her holistic approach to consulting, focus on goal-setting, and dedication to empowering entrepreneurs, make her a standout in the consulting world.

Whether you're a startup founder, a small business owner, or a financial advisor, Jessica Perez Consulting offers the guidance and support you need to turn your vision into reality.

Amber Stitt's Pathways continues to be a beacon of inspiration, showcasing incredible individuals like Jessica Perez who are making a significant impact in their fields. Be sure to stay tuned for more enlightening episodes. Remember, let's take action today!