Utilize our process-driven solutions to reclaim time and clarity to develop a rockstar team and thriving business!
Accelerate your research and business improvements with lists of pre-vetted tech, outsourced providers, templates on client servicing and segmentation, and more.
Solve your most pressing business hurdles with our 45-min screen sharing call and email of recommendations. We will listen, discuss, and provide a prioritized list of specific recommendations, providers names, and more to move you forward.
Talk with us about our personalized 6-month+ engagements that will transform your business or ask us about our executive half-day retreat where we interactively dissect your business processes and learn how to infuse best-use of people and tech.
"Here's how I felt after speaking with Jen regarding the challenges facing my firm: "All this time, I've felt like Tom Hanks talking to Wilson the volleyball… Once I engaged Jennifer, I finally realized it was only a volleyball this whole time… Jennifer actually understood what I was saying, spoke my language and explained things with a clarity I have been seeking out for quite some time." In a nutshell, Jennifer is a former advisor who knows all of the various software packages and the needs of an advisory practice. Among other things, she helps match the right packages with the right advisor, implements software and generally boosts productivity and client service."
Michael Calabrese - Severn Financial Solutions, LLC
"It has truly been a pleasure to have worked with you. Where do I even begin? You have been instrumental in not only making our firm more efficient, but in helping me reach some of my professional goals. What incredible mentors you have been as I continue to grow into this role."
Kimberly Crawford - Personal Financial Advisors
"Jennifer provided fantastic consulting services. She brought to the table unique and interesting ideas and was a great sounding board as we considered different options. One of my partners was skeptical about hiring a consultant; however, after the project was over he said he was wrong and was grateful for the work Jennifer produced."
Pat Herrington - Pekin Singer Strauss Asset Management
"A "boost" call with Jen was exactly what I needed to get started in building the tech stack for my new solo RIA. She's very knowledgable about the wide range of software required and she asked excellent questions to be sure her recommendations were on target. A great experience!"
Debbie Levenson - Levenson Wealth LLC
"You never know what you’re gonna get off the internet. The internet has made it easy to find, connect and engage with millions of folks claiming to be experts in their field however, with all its simplicity and convenience, you still never really know if the person on the other side of your google search is going to be and do all that they’ve claimed. In some odd twist of fate, the heavens opened up and my google search led me to My Virtual COO. My call with Jen far exceeded my expectations. Jen is very knowledgeable AND personable-a rarity nowadays. One 45-minute call with her provided an abundance of clarity, confirmation and direction for my business. The call felt like an intense new exercise experience- the kind where you can’t believe you’re actually doing the thing that you’ve been wanting to do. Yes, you can grow your business and improve operations while keeping your sanity. You’re not crazy, it’s all very possible and Jen and the folks at My Virtual COO have solutions."
Hyacinth Henderson - The Henderson Financial Group
"I consider myself pretty knowledgeable when it comes to technology, computer systems, etc. But the value I've seen from Jen and crew extends beyond just putting tech pieces together, but centers around their ability to find out what the overall goal you're trying to achieve and the most efficient and cost-effective way to get there. Jen has helped give me a clear direction as to what is important to me and my firm, as well as what matters most to clients. Clear, concise, and will save you a heck of a lot of time and money."
Michael Brooks - Sentara Capital, LLC
"Professional, experienced, detailed, with complete knowledge of industry needed for the role that they play. Whether you consider them as an offsite colleague with skills you don't have or one that provides another perspective as a valuable sounding board, they will be worth your engagement. We made several fintech changes to our practice...and we are confident ALL of our options were explored and properly vetted."
Tim L. Baker - Timonier
"We needed help with choosing a cloud-based document management system. We had recently done a merger/acquisition, and Jennifer listened to all of us to gain input into the decision. She taught us a lot about software solutions, and explored how the software fits our needs. We learned about what we are choosing, and why. Invaluable!"
Chuck Johnson - Resolute Financial LLC
"The guidance given to us by Jen and her team was beyond what I ever expected. They definitely know their stuff and have proven to be an invaluable resource to our firm!!"
Crystal Draper - Hobart Financial Group
"Jen and her team know Fintech in and out. Whether your looking for purchasing guidance from a well-informed consultant or if you need complete hand holding throughout setup and implementation, this team gets it!"
Samantha Russell - Twenty Over Ten
"Our director of operations left recently and we brought in Jen and her team to make sure we were operating as simply and efficiently as possible. They've easily saved us 3 months of research time and countless hours of frustration in trying to piece together the workflows that make the best sense for our firm and how we've chosen to do business.They definitely know what they are talking about and have become an invaluable resource for us."
Brian Fricke - Financial Management Concepts
"Jen did a wonderful job explaining the most appropriate and cost effective options to us as we explored solutions to help our firm's workflow and effectiveness. She is very knowledgeable and proved to be an invaluable resource as we evaluated the many technology solutions available . Our time with Jen during our consultation calls was well spent and I would highly recommend her services to any firm needing advice in areas of practice management."
Bill Sloan - Sound Financial Management, Inc.
"As the #1 forms-filling solution in the financial industry (Laser App), we have had the pleasure of working with Jen and her team on many occasions. JGC is one of those rare companies which is not only a fierce advocate for their clients, they have a great relationship with many industry vendors. This understanding of the myriad of financial solutions available allows them to include the best players for the task at hand, while always keeping the needs of the client in mind ahead of any other interests. They go above and beyond in every scenario, and are not afraid to tell it like it is – you can always expect honesty from JGC; they tell you what you need to hear, not what you want to hear.I recommend them highly."
Chris Maury - Laser App Software
"Truly impressed with Jennifer. I reached out to evaluate whether her services were a fit for my company. Jennifer listened intently to the key issues we faced and candidly advised that 'I don't need her' and that alternate resources were my best bet. She graciously helped me work through a couple of key issues and recommended the appropriate parties to help address my challenges. Jennifer knew her stuff and was sincere and professional; for those reasons I would recommend her services."
Ali Nasser - AltruVista
"Laser focused , professional, engaged , proactive."
Rich Dragotta - Private Portfolio Partners, LLC
"Jennifer and her team have been amazing to work with. She provides amazing insights and guidance on technology solutions to our clients. We look forward to JGC continued success and partnership in the future."
Lester Tiro - Advisor Websites
"The most successful advisors find ways to do 3 core activities: think, lead, and spend time with their clients. Thinking and leading requires energy and focus. Jen and her team are indispensable in that their solutions routinize essential advisory tasks and procedures...and allow advisors to get paid more for what they do best."
Chris Holman - Horsemouth Coach
"Trusted advisors in our field need trusted advisors in the background they can rely on for their important business decisions. My Virtual COO stands at the top of the list of the folks you should have on your side helping you in your efforts with the ever-changing world of technology."
Mike Tringali - Fee-Only Financial Advisors, LLC
"If you are considering starting your own RIA you need to hire Jen and her team to guide you through the process. I can't imagine how far behind we would be without them. They took so much off our plate that we were able to continue to focus on our clients during our transition."
Allen Gibson - Gibson Private Wealth Advisors
"Jen and her team at My Virtual COO have proven invaluable as our company has continued to grow and adjust to the ever changing advisory world. She has provided great insight and guidance not only on technology solutions but also on structure and operational procedures. One of the best things about Jenn is that she is pationate about helping others and always gave us 110%. It felt like we were her only client and her razor sharp focus helped my cut through a lot of the noise and stay focused on the tasks at hand. If you are looking for a consultant that you can truly put on your team, I absolutely recommend Jenn and her team. They really made a positive impact on our lives and our business."
Robert Harwood - Harwood Financial Group
"Very thorough and able to make sense of an uncoordinated set of programs. Helped us create a pathway to achieving a greater customer experience using an integrated consortium of tools that work well together."
Dan Cuddy - Cuddy Financial Services
"Jen and her team provided us a fresh perspective on our business. They helped us see things from the client point of view and identified different solutions that will help us improve the client experience and improve our practice. They have a great reputation, lots of contacts and have already thought through many of the practice management challenges that financial firms face. We would definitely use them again"
Dan Flack - Intrinsic Value Partners
"Jen and her staff helped us evaluate our software and work effectively to develop a plan to make sure we were maximizing integration and effective utilization of our programs. She's helped up learn how to develop workflows and incorporate them into our practice. A very rewarding relationship."
Dan Galli - Galli and Associates
"Jennifer and her team were well worth the time, money, and effort to help us make things right. She helped us begin the catch up game and the process of continual improvement. We will use her again as a way to keep us moving forward. Thanks to Jennifer and her team. "
Dick Blakeley - The Blakeley Group, Inc
"We have a family firm that has been around for over 40 years. My father has never used a computer in his life, so adding new technology solutions was a scary thought, but the various tools we have implemented have been a huge success and we have Jennifer to thank for that. Thank you!"
Derek Pilkington - Pilkington Financial
"An incredibly valuable resource for any firm that is serious about practice management areas."
Jeff Hwang - DMJ Wealth Advisors, LLC
CCG in CA -Director of Investment Operations and Compliance https://www.ziprecruiter.com/jobs/ccg-advisors-92a9de5c/director-of-investment-operations-compliance-db6fe4e3 CCG in CA – Senior Portfolio Manager https://www.ziprecruiter.com/jobs/ccg-advisors-92a9de5c/senior-portfolio-manager-93affdf5 Bartley in NH and MA – Paraplanner http://www.bartleyfinancial.com/careers/paraplanner-job-opening/ Share:Performance reporting is dead… a repeat of my 2014 message
In April 2014, I sent this article below to 2 major magazines in our industry. Both were shocked, reviewed it thoroughly, confirmed the trend with other sources, and then said they couldn’t publish it. They were afraid of losing two major sponsors, which were investment performance software companies. We all know that if the pay-to-play … read moreThe How-To for advisors on managing Alternative Investments and examples of expert, trusted solutions
Wirehouse branch managers drill into the minds of their advisors that the RIA channel is small, archaic, and does not support sophisticated alternative investment solutions. PFI Advisors’ most recent white paper, The Rise of Alternative Investments in the RIA Industry dispels that notion by highlighting five major platforms that offer alternative investments to RIAs and their … read more