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On Demand

Building a Higher Growth Practice

Duration: 51 minutes
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  • Explore optimal mixes of technology, virtual staff, and processes to help get work done quickly and accurately. Jennifer Goldman shares real case studies of firms with accelerated growth through processes that save time and money. Learn the types and costs of virtual staff, layers of technology to consider, and ways technology can bridge the gap of communications among all parties. Map your own mix of technology, staff, and virtual staff as part of this interactive presentation.



    Jennifer Goldman

    Jennifer Goldman is a CFP, past Chief Operating Officer of Wealth, Tax and Insurance Firms, is President of My Virtual COO, LLC, and founder of Virtual Solutions for Advisors. She has been quoted in publications such as Investment News, Inc Magazine, and Financial Planning Magazine and published in NAPFA’s Journal, Transitions Magazine, and Technology Tools for Today. She has spoken at various events such as FPA chapters, Redtail University, T3, and Ceros FS Annual Conference. Jennifer comes to us with a deep understanding of the challenges you face with managing a practice.

    DescriptionPagesFile Size
    PowerPoint Slides (In Note-Taking Format)13 Pages1 MB
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