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.
