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"Here’s how I felt after speaking with Jen regarding the challenges facing my firm: "All this time, I’ve felt like Tom Hanks talking to Wilson the volleyball… Once I engaged Jennifer, I finally realized it was only a volleyball this whole time… Jennifer actually understood what I was saying, spoke my language and explained things with a clarity I have been seeking out for quite some time.” In a nutshell, Jennifer is a former advisor who knows all of the various software packages and the needs of an advisory practice. Among other things, she helps match the right packages with the right advisor, implements software and generally boosts productivity and client service."
Michael Calabrese - Severn Financial Solutions, LLC
"It has truly been a pleasure to have worked with you both. Where do I even begin? You have been instrumental in not only making our firm more efficient, but in helping me reach some of my professional goals. What incredible mentors you have been as I continue to grow into this role."
Kimberly Crawford - Personal Financial Advisors/i>
"A "boost" call with Jen was exactly what I needed to get started in building the tech stack for my new solo RIA. She's very knowledgable about the wide range of software required and she asked excellent questions to be sure her recommendations were on target. A great experience!"
Debbie Levenson - Levenson Wealth LLC
"I consider myself pretty knowledgeable when it comes to technology, computer systems, etc. But the value I've seen from Jen and crew extends beyond just putting tech pieces together, but centers around their ability to find out what the overall goal you're trying to achieve and the most efficient and cost-effective way to get there. Jen has helped give me a clear direction as to what is important to me and my firm, as well as what matters most to clients. Clear, concise, and will save you a heck of a lot of time and money."
Michael Brooks - Sentara Capital, LLC
"Kristen did a great job of getting to know us and our business as well as share insights on how other companies handled their operational issues using the same CRM. She is very knowledgeable and professional and helped us immensely through her experience and perspective. I was quite surprised a Packers fan possessed such qualities:)"
David Stone - Personal Financial Advisors
"Professional, experienced, detailed, with complete knowledge of industry needed for the role that they play. Whether you consider them as an offsite colleague with skills you don't have or one that provides another perspective as a valuable sounding board, they will be worth your engagement. We made several fintech changes to our practice...and we are confident ALL of our options were explored and properly vetted."
Tim L. Baker - Timonier
"My initial call was on a software-specific question. Kristen asked lots of great questions -- and by listening was able to gauge our problem was not specifically tied to one bit of technology, but a much bigger issue we had to deal with in our business. Which led to a very different conversation. Very happy we invested the time with Kristen."
Thomas Mullooly - Mullooly Asset Management, Inc.
"We needed help with choosing a cloud-based document management system. We had recently done a merger/acquisition, and Jennifer and Kristen listened to all of us to gain input into the decision. They have taught us a lot about software solutions, and explored how the software fits our needs. We learned about what we are choosing, and why. Invaluable!"
Chuck Johnson - Resolute Financial LLC
"The guidance given to us by Jen and Kristen was beyond what I ever expected. They definitely know their stuff and have proven to be an invaluable resource to our firm!!"
Crystal Draper - Hobart Financial Group
"Jen and her team know Fintech in and out. Whether your looking for purchasing guidance from a well-informed consultant or if you need complete hand holding throughout setup and implementation, this team gets it!"
Samantha Russell - Twenty Over Ten
"Our director of operations left recently and we brought in Jen and Kristen to make sure we were operating as simply and efficiently as possible. They've easily saved us 3 months of research time and countless hours of frustration in trying to piece together the technology and workflows that make the best sense for our firm and how we've chosen to do business.They definitely know what they are talking about and have become an invaluable resource for us."
Brian Fricke - Financial Management Concepts
"Kristen was very thorough and experienced. Her guidance around workflows, integration and repeatable processes is most appreciated."
Noah Jacobson - Enso Wealth Management
"Jen did a wonderful job explaining the most appropriate and cost effective options to us as we explored solutions to help our firm's workflow and effectiveness. She is very knowledgeable and proved to be an invaluable resource as we evaluated the many technology solutions available . Our time with Jen during our consultation calls was well spent and I would highly recommend her services to any firm needing advice in areas of practice management."
Bill Sloan - Sound Financial Management, Inc.
"As the #1 forms-filling solution in the financial industry (Laser App), we have had the pleasure of working with My Virtual COO on many occasions. MVCOO is one of those rare companies which is not only a fierce advocate for their clients, they have a great relationship with many industry vendors. This understanding of the myriad of financial solutions available allows them to include the best players for the task at hand, while always keeping the needs of the client in mind ahead of any other interests. They go above and beyond in every scenario, and are not afraid to tell it like it is – you can always expect honesty from MVCOO; they tell you what you need to hear, not what you want to hear.I recommend them highly."
Chris Maury - Laser App Software
"Truly impressed with Jennifer. I reached out to evaluate whether her services were a fit for my company. Jennifer listened intently to the key issues we faced and candidly advised that 'I don't need her' and that alternate resources were my best bet. She graciously helped me work through a couple of key issues and recommended the appropriate parties to help address my challenges. Jennifer knew her stuff and was sincere and professional; for those reasons I would recommend her services."
Ali Nasser - AltruVista
"Laser focused , professional, engaged , proactive."
Rich Dragotta - Private Portfolio Partners, LLC
"Jennifer and her team at My Virtual COO have been amazing to work with. She provides amazing insights and guidance on technology solutions to our clients. We look forward to MyVirtualCOO continued success and partnership in the future."
Lester Tiro - Advisor Websites
"MyVirtualCOO helped us select and migrate to a new CRM program over the past six months. They were thorough in helping us understand the current landscape of CRM programs available. More importantly, they helped us seamlessly transition from a program we've used for the past 15+ years to a new platform which not only changed our CRM software but also email hosting. To say we were hesitant for such a large (yet needed) change would be an understatement. Thanks to Jen and her team, we made the move with no major conversion issues."
Justus Morgan - Financial Service Group, Inc.
"The most successful advisors find ways to do 3 core activities: think, lead, and spend time with their clients. Thinking and leading requires energy and focus. Jen and her team are indispensable in that their solutions routinize essential advisory tasks and procedures...and allow advisors to get paid more for what they do best."
Chris Holman - Horsemouth Coach
"Trusted advisors in our field need trusted advisors in the background they can rely on for their important business decisions. My Virtual COO stands at the top of the list of the folks you should have on your side helping you in your efforts with the ever-changing world of technology."
Mike Tringali - Fee-Only Financial Advisors, LLC
"If you are considering starting your own RIA you need to hire MyVirtualCOO to guide you through the process. I can't imagine how far behind we would be without them. They took so much off our plate that we were able to continue to focus on our clients during our transition."
Allen Gibson - Gibson Private Wealth Advisors
"Jen and her team at My Virtual COO have proven invaluable as our company has continued to grow and adjust to the ever changing advisory world. She has provided great insight and guidance not only on technology solutions but also on structure and operational procedures. One of the best things about Jenn is that she is pationate about helping others and always gave us 110%. It felt like we were her only client and her razor sharp focus helped my cut through a lot of the noise and stay focused on the tasks at hand. If you are looking for a consultant that you can truly put on your team, I absolutely recommend Jenn and her team. They really made a positive impact on our lives and our business."
Robert Harwood - Harwood Financial Group
"Very thorough and able to make sense of an uncoordinated set of programs. Helped us create a pathway to achieving a greater customer experience using an integrated consortium of tools that work well together."
Dan Cuddy - Cuddy Financial Services
"My Virtual COO provided us a fresh perspective on our business. They helped us see things from the client point of view and identified different solutions that will help us improve the client experience and improve our practice. They have a great reputation, lots of contacts and have already thought through many of the practice management challenges that financial firms face. We would definitely use them again"
Dan Flack - Intrinsic Value Partners
"Jen and her staff helped us evaluate our software and work effectively to develop a plan to make sure we were maximizing integration and effective utilization of our programs. She's helped up learn how to develop workflows and incorporate them into our practice. A very rewarding relationship."
Dan Galli - Galli and Associates
"Jennifer and her team were well worth the time, money, and effort to help us make things right. She helped us begin the catch up game and the process of continual improvement. We will use her again as a way to keep us moving forward. Thanks to Jennifer and her team. "
Dick Blakeley - The Blakeley Group, Inc
"We have a family firm that has been around for over 40 years. My father has never used a computer in his life, so adding new technology solutions was a scary thought, but the various tools we have implemented have been a huge success and we have Jennifer to thank for that. Thank you!"
Derek Pilkington - Pilkington Financial
"An incredibly valuable resource for any firm that is serious about practice management areas."
Jeff Hwang - DMJ Wealth Advisors, LLC
Many advisory firms struggle with the selection of their CRM software. We know there are over 20 choices, if you include all the different Salesforce overlays available. We also know that some CRM’s have built-in processes & templates for sales, marketing, operations, planning, and more. If you want to DIY the research, below is a master … read moreSecurity of Financial Advisory CRM Systems and the basics…
While standards and certifications may change, we took the liberty of compiling the latest security information on several of the CRMs within the financial RIA industry. As always, please also do your own due diligence when researching the security of systems as it is a moving target. TRUSTe ISO 27001 ISO 27002 SAS … read moreCoffee shops and how business owners allow them to waste time and money
We all search for the least chaotic place to work and think. However, your location could hurt your productivity. Here’s why…. When we do our ops strategy calls with our business owners, they expect us to hear everything they say. They also expect quick, smart answers and solutions to their business hurdles. We are not … read more