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We talked with Jennifer about:
How she helps create healthy businesses through operations, connecting health to employee satisfaction and community impact
The processes of organizing operational priorities — from visualizing to breaking down goals into actionable steps with team involvement
Why successful implementation requires both digital tracking tools and visual reminders, with a focus on celebrating wins and communicating the “why” behind changes
Featured Resources
My Virtual COO website
Jennifer Goldman on LinkedIn
My Virtual COO contact form
Enjoyed This? You’ll Also Love:
Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor
Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen
HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski
By Out and About CommunicationsWe talked with Jennifer about:
How she helps create healthy businesses through operations, connecting health to employee satisfaction and community impact
The processes of organizing operational priorities — from visualizing to breaking down goals into actionable steps with team involvement
Why successful implementation requires both digital tracking tools and visual reminders, with a focus on celebrating wins and communicating the “why” behind changes
Featured Resources
My Virtual COO website
Jennifer Goldman on LinkedIn
My Virtual COO contact form
Enjoyed This? You’ll Also Love:
Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor
Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen
HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski