TESTIMONIALS
“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….”
Michael J. Evans, Founder/President, Cogent Advisor LLC
TESTIMONIALS
“Soon after starting our business, we became quickly overwhelmed with new clients which made the flaws in our technology and work flow processes glaringly obvious. We hired MyVirtualCOO and could not have been more pleased with the experience. They spent ample time with us on the front end understanding how we worked and what we needed. The research they performed was thorough and they went above and beyond explaining everything and making sure I was… “
Caleb Brown, Partner, MBA, CFP®, New Planner Recruiting
TESTIMONIALS
“When I first started my firm, among other services, I tried to assist my advisor clients with technology but quickly realized I was out of my element. Thankfully, I met Jennifer Goldman of My Virtual COO. We have worked together with several joint clients and they are efficient, on time, proactive…all the things you look for in a consulting relationship. If you are struggling with your technology, trying to be more efficient, looking to streamline and integrate, don’t wait….”
Ginny Hudgens, Owner, Back Office Advisor LLC
TESTIMONIALS
“My firm hired My Virtual COO when we started our RIA firm and wanted help selecting a CRM system and implementing workflows. What we got was more robust advice than envisioned. Our relationship has continued beyond our “launch” because we are provided great advice and service each and every month. I highly recommend their services to any practitioner that would like more time to spend finding new clients or servicing existing ones. “
Noah B. Rosenfarb, Owner, CPA, ABV, PFS, CDFA, Freedom Wealth Advisors
TESTIMONIALS
“It’s been a pleasure to get to know Jennifer over the past couple of years. We’ve had several conversations, and I always find her willingness to help matched only by her expertise about the financial advisory business and how to operate efficiently and effectively. Jennifer and her company, My Virtual COO, are a great resource for any financial advisor looking for advice on how to operate their business at maximum efficiency. I can’t recommend her highly enough.”
Russ Thornton, VP, Wealthcare Capital Management
TESTIMONIALS
“My Virtual COO is the place to go if you’re looking for organizational productivity solutions and implementation of more automated processes within teams, departments or an entire company. Jennifer Goldman is extremely knowledgeable with a background in operations and a passion for efficiency. So if you have work flows that aren’t flowing or you’re missing process documentation and automation, look to My Virtual COO for the solutions… “
Leslie Shreve, Founder & CEO, Productive Day
TESTIMONIALS
“Jennifer is one of the most organized and energetic professionals that I have ever had the pleasure of working with. Her company is chock full of terrific ideas and has assisted me personally by keeping me on track in order to fulfill my professional goals. They have a wealth of experience and I highly recommend their services to any business owner looking to run a tight ship. “
Wendy Merrill, Principal, Insurance Designers
TESTIMONIALS
“My Virtual COO, with their creative out of the box ideas, has really helped make an impact in growing my business. I would highly recommend their services to any advisory business. “
Andrew Horowitz Advisor, CFP®
TESTIMONIALS
“I hired My Virtual COO to assist with a CMS management project – and a few other odds and ends that were just suffering not being done. Their wealth of knowledge was impressive & the contribution of time they put into implementing was invaluable. I highly recommend My Virtual COO to anyone who needs the range of services they offer, and who wants quality ROI on their investment. “
Monyka Berrocosa, President, My City 4 Her
TESTIMONIALS
“My Virtual COO did an amazing job helping me and my Fund Coordinator figure out how to put all the necessary systems in place for peak efficiency at an affordable price. In fact, my Fund Coordinator is moving out of state due to her husband’s job promotion, yet she still plans to oversee the Evergreen Real Estate Fund for me. My Virtual COO is a wealth of knowledge and helped us make this change virtually seamless. I would highly recommend My Virtual COO to anyone!”
Neil Katz, CEO, Evergreen Real Estate Fund
TESTIMONIALS
“My Virtual COO was an invaluable asset in facilitating the setup and rollout of my independent wealth practice. Thanks to COO’s knowledge and organizational skills, I could easily say that they saved me thousands if not tens of thousands of dollars as a result of her assistance in this situation. Most importantly, we have been able to focus on our clients while leaving the details to My Virtual COO. I would recommend their services to any advisory firm.”
Todd Calamita, Owner, Calamita Wealth
TESTIMONIALS
“MV COO and Jen Goldman gave us some great advice on our marketing and our website setup and turned us on to someone in their collaborative. Ken Kinard (of Accent Interactive) redesigned our website to our exact specifications and assisted us with some other site transition issues. Now, I really get the concept of “do what you do best and outsource the rest!” There is no better group to call than My Virtual COO!!!”
Stephen Ahern, CPA/PFS, CFP®, Wealth Management Advisors LLC.
TESTIMONIALS
“Jennifer’s high energy and get-it-done attitude is a great asset to any business. Her company has a real passion for their work and does not stop until the problem is solved. My Virtual COO is a great sounding board for different ideas and always comes up with new ideas that most people have not considered. I highly recommend Jennifer and her team at My Virtual COO.”
Gabe Trasatti, CPA/PFS, Trasatti Wealth Planning, LLC.
TESTIMONIALS
“My Virtual COO was able to connect us with a contact of theirs who was looking for a financial planning position. In our business getting the right people on your team is essential to long-term growth. We owe My Virtual COO a huge thanks for the referral. “
Patrick Collins, Principal,
