Episodes
Thursday Sep 28, 2017
Episode 41 - Reinventing the Client Experience with Jennifer Goldman
Thursday Sep 28, 2017
Thursday Sep 28, 2017
Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal propects.
LINKS: JENNIFER GOLDMAN | MY VIRTUAL COO
Version: 20241125
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.