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Episode 41 – Reinventing the Client Experience with Jennifer Goldman
Top Advisor Marketing Podcast
English - September 28, 2017 15:50 - 39.6 MB - ★★★★★ - 34 ratingsTechnology Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 40 – Worth Winning with Lauryn Williams
Next Episode: Episode 42 – Dave Crenshaw and The Power of Having Fun
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