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Jennifer Goldman is founder of My Virtual COO and comes to us with 20 years' experience optimizing the use of tech and people to improve RIA firms' productivity and profitability. My Virtual COO has worked with hundreds of advisory firms to recommend, implement and train on operations and client-facing tech, processes, and use of outsourced providers. Jennifer has been published in Inc Magazine, Technology Tools for Today, Liberated CEO, Staying in the Game, and other publications and spoken at FPA National, NAFPA, Tech Tools, Focus Financial, and other national conferences. Learn more here.
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