My Virtual COO: Client Acquisition, Business Strategy, Operations Support for Small Business

Time Trade & Redtail Integration:

admin — Mon, 20 Feb 2012 15:26:34 +0000

Another great leap into efficiency!! COO’s favored appointment scheduling system Time Trade now integrates with Redtail Zimbra calendar/email system.

Great Article in FPM by Bob Veres highlighting My Vitual COO!

admin — Wed, 01 Feb 2012 16:46:17 +0000

Chicken and Egg

Don’t let a simple maze of paradoxes slow down the growth of your RIA practice

“It takes money to make money. If you’re small, you have to get big before you can access the scalable back-office services you need to get big. You need to have scale in your business before you can afford to hire the employees who will give you the scale you need to ramp up. You have to have free time to make the efficiency changes that your office desperately needs, so you can have free time to work on your business and make efficiency changes.

Does any of this sound familiar? Running a financial planning practice takes you into a lot of chicken-and-egg situations, where it seems like you have to have something already before you can get access to it. But here’s the good news: There are solutions for many of these blind alleys in your business growth…”

…

LINK to FULL ARTICLE

Ginny Hudgens’ presentation on Strategic Planning was excellent!

admin — Mon, 30 Jan 2012 18:47:42 +0000

Ginny Hudgens’ presentation on Strategic Planning was excellent–not just for RIA’s, but for anyone looking to get a grip on how to move their business forward. A proponent of the KISS principle, this straightforward discussion took the mystery out of strategic planning. The FREE recording of this presentation is available HERE.

My Virtual COO Announces Alliance with Pinnacle Advisor Solutions!

admin — Wed, 25 Jan 2012 17:17:00 +0000

Pinnacle Advisor Solutions, a leading provider of comprehensive business solutions for emerging advisors, is announcing an alliance with My Virtual COO, a leading practice management firm focused on back office solutions including evaluating, recommending and implementing custom, integrated and affordable software, processes and virtual staff. This alliance expands the back office solutions available to emerging advisors through Pinnacle Advisor Solutions.
In partnership with Pinnacle Advisor Solutions, MyVirtualCOO is now offering a unique, low-cost opportunity to understand what steps an advisor can take in 2012 to make the business more effective. This opportunity is specifically designed for (a) advisors who are unsure what operational infrastructure is most appropriate for their practice and/or (b) advisors who have already invested in operational infrastructure but do not believe they are realizing its full potential.
“In an increasingly complex and competitive business environment, strategic business planning is vital to success,” stated John Hill, CEO of parent company Pinnacle Advisory Group and the newly-formed Pinnacle Advisor Solutions. “Knowing that building a business can be a seemingly daunting task, especially when advisors are already so time-constrained, working with a leader in the field to break-down the effort into manageable and affordable tasks is invaluable.”
Following a 30-day engagement, MyVirtualCOO will deliver a Strategic Operational Blueprint that identifies the key operational processes; evaluate the cost-benefit of various operational structures; recommend the appropriate structure, processes and technology; determine the cost to implement; and estimate expected savings and efficiency improvements. And in order to make the Strategic Operational Blueprint an affordable first step for emerging advisors, it will be available for only $1495 – a fee that will be reimbursed for those advisors who subsequently choose to partner with Pinnacle Advisor Solutions for its risk-managed investment solutions and strategic business consulting.
“Emerging advisors face enormous challenges”, stated Jennifer Goldman, CFP®, president of My Virtual COO, “and in addressing those challenges, the first step is always the most difficult. We wanted to support the emerging advisor community by creating an offer that makes taking that first step as easy as possible so advisors can to take their firms to the next level.” For the full press release click HERE:

TESTIMONIALS – Michael J. Evans

admin — Fri, 20 Jan 2012 16:00:48 +0000

“I tasked My Virtual COO in February 2010 with assisting me in creating an efficient and effective wealth management firm. Jennifer’s lead in determining my priorities, challenges and expected outcomes have led to the implementation of effective technology and workflow systems within my firm. Their staff’s wealth of experience in our industry has impressed me and means less time for COO to understand my issues. My Virtual COO anticipates and solves many challenges quickly. My Virtual COO is a trusted member of my virtual team and a reason for my firm’s success”

NetDocument’s new Apps and Integrations!

admin — Mon, 16 Jan 2012 18:11:07 +0000

NetDocuments has released its 1.1 release on the Apple App Store on January 5, 2012. It’s free on the App Store and anyone who has a NetDocuments account can login to view their entire contents, including the Home Page, Cabinets, Workspaces, Folders, Saved Searches, Filters, and can search the entire repository. Watch video HERE!

NetDocuments also announced integration with Notability (Get the Note Taking App now)

For Android there is a FolderSync App that allows easy syncing of files between NetDocumetns and Android. (Get the FolderSync App now)

Join COO for 48 hour jolt of latest tech & virtual staff options!

admin — Tue, 10 Jan 2012 09:15:15 +0000

Click HERE for more info. Learn the latest & greatest ways to make your advisory practice scalable & efficient.

LOGOS – Timetrade

admin — Fri, 16 Dec 2011 18:22:27 +0000

LOGOS – Timetrade

LOGOS – SoulsBy

admin — Fri, 16 Dec 2011 18:21:49 +0000

LOGOS – SoulsBy

LOGOS – Sales Force

admin — Fri, 16 Dec 2011 18:21:20 +0000

LOGOS – Sales Force