Advisors Off Script

Struggling to Scale? It Might Be Time for a Second-in-Command COO.


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What if the key to unlocking your next level of growth isn't you doing more... but finding the right person to support you?

In this episode of Kick It Open, Shelby Nicholl sits down with Jennifer Goldman, founder of My Virtual COO and champion of second-in-command leaders in the advisory space. Jen has spent over two decades helping financial advisory firms streamline operations, empower leadership teams, and scale without burning out.

We dive deep into: 

🔹 Why scaling without a COO is often a recipe for chaos
🔹 What qualities make a second-in-command truly transformational
🔹 How to identify, support—or even become—a COO that drives enterprise value
🔹 The power of Jen’s “IDEOS” framework (Integrate, Delegate, Eliminate, Outsource, Staff differently)
🔹 Why energy management and self-awareness are leadership must-haves

Whether you’re the founder of a growing advisory firm or an ops leader wondering if the CEO seat could be yours someday, this episode will challenge your thinking and offer real, actionable insight.

💥 Plus, don’t miss our signature closing question: What door is Jen kicking open right now?


Learn more about Jen and the offering of My Virtual COO at: www.myvirtualcoo.com

Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.

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Advisors Off ScriptBy Shelby Nicholl

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