Summary: As a financial advisor running your own practice, enhancing your virtual online presence is key to successful growth. This week, I had the pleasure of speaking with Jennifer Goldman, President and founder of My Virtual COO. My Virtual COO provides an array of services for wealth advisory firms ranging from ongoing tech service and support related to integrations, workflow processes, and more.
 We are seeing firms merge, be acquired or handing the “keys” to a successor as advisor owners are more quickly acknowledging their passion for advising and not managing the business and operational systems and changes. This is a great trend as acquiring firms and successors are focused on continual operational improvements using tech and integration."Jennifer Goldman, President and Founder, My Virtual COO. |
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