Video Spotlight: My Virtual COO President Jennifer Goldman on restoring advisers’ work/life balance

Financial advisers struggle to balance the many obligations of managing a successful business. For many, there’s the feeling that there simply just isn’t enough time in the day to do what they want; service clients and grow the business.

That’s where someone like Jennifer Goldman comes in. As president of My Virtual COO, she solves pain points and disorganized or non-standard internal processes on behalf of an adviser’s business. In this spotlight interview from the T3 conference, hear how Goldman and her team hope to provide the work/life balance that her clients seek.

(click to view on YouTube)

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  1. FPPad.com Video Spotlight: Jennifer Goldman! | My Virtual COO: Client Acquisition, Business Strategy, Operations Support for Small Business - March 21, 2012

    […] WATCH  My Virtual COO President Jennifer Goldman on Restoring Advisers’ Work/Life Balance. […]