Jennifer Goldman
Jennifer Goldman is founder of My Virtual COO and comes to us with 20 years' experience optimizing the use of tech and people to improve RIA firms' productivity and profitability. My Virtual COO has worked with hundreds of advisory firms to recommend, implement and train on operations and client-facing tech, processes, and use of outsourced providers. Jennifer has been published in Inc Magazine, Technology Tools for Today, Liberated CEO, Staying in the Game, and other publications and spoken at FPA National, NAFPA, Tech Tools, Focus Financial, and other national conferences. Learn more here .
Articles by Jennifer Goldman
- Business Growth
75 Employees, 8 Offices, and Chaos: The 9-Month Transformation That Changed Everything
We share brief snips of challenges to implementing change amongst a quagmire of outdated systems, processes, and convictions.
- Business Growth
A 9 Month Turnaround That Rebuilt Growth From the Inside Out
Here’s what we did to get there in less than one year’s time.
- Business Growth
Stuck at 0% Profit? How Strategic Leadership Thinking Changed Everything Fast
Do you need more brain power in the room when it’s time to talk profitability? If you’re hoping to grow, C-Suite thinkers are critical.
- Business Growth
Scaling a Growing Business Without Burning Out
It was time to scale operations without burning out, regain control, and lay the foundation for sustainable growth that allowed for breathers and breaks.
- Business Growth
From Fear to Fearless: How High-Performing Teams Are Actually Built
To take your business to the next level, your team needs the right mindset and skills to embrace change and lead it with confidence and enthusiasm.
- Business Growth
Hope Isn’t a Strategy—This Is: How One Advisor Created Systems, Scaled Revenue, and Took His Life Back
Overwhelmed and exhausted, the founder questioned whether the business he believed in so fiercely could ever thrive versus just survive.
- Business Growth
Scaling Fast? Watch for These 10 Red Flags Before It’s Too Late
These are the 10 red flags telling you your business has outgrown its growth strategy. #advisors #growth #business
- Business Growth
What Happens When You Redesign Teamwork and Client Service? A $1.4M Success Story
Meet a $1.4 million company that was a partnership of two 2nd generation owners managing an aging client base #advisors
- Business Growth
Constellation Thinking: The Brain Strategy Behind Smarter Planning
Time to get unstuck with finding your yang that complements your visionary yin and also train your brain on effective strategic planning. #advisors
- Business Growth
Scale Smarter: 3 Expert Strategies for Growing with Outsourced Providers
The gig economy has been making deeper waves in the past 10 years, but with the pandemic, it escalated exponentially. #outsourcing
- Business Growth
Streamlined Success: The Firm That Reinvented Operations and Elevated Client Engagement
Here's the story of our client who recognized the quick need for change to turn things around quickly to inspire the team #advisors
- Market Intelligence
Outsourcing Investment Management: TPAM vs. TAMP