How Operations Can Transform Businesses and Help You Scale to the Next Level with Jennifer Goldman

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