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The Out and About Podcast
Out and About Communications
87 episodes
2 days ago
Discover the conversations, strategies, and actionable ideas shaping financial services marketing and driving success for top performers. Brought to you by Out & About Communications. Don’t miss an episode and explore more resources at: http://OutandAboutCommunications.com/Community
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Marketing
Business
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All content for The Out and About Podcast is the property of Out and About Communications and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Discover the conversations, strategies, and actionable ideas shaping financial services marketing and driving success for top performers. Brought to you by Out & About Communications. Don’t miss an episode and explore more resources at: http://OutandAboutCommunications.com/Community
Show more...
Marketing
Business
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How Operations Can Transform Businesses and Help You Scale to the Next Level with Jennifer Goldman
The Out and About Podcast
25 minutes 25 seconds
8 months ago
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

The Out and About Podcast
Discover the conversations, strategies, and actionable ideas shaping financial services marketing and driving success for top performers. Brought to you by Out & About Communications. Don’t miss an episode and explore more resources at: http://OutandAboutCommunications.com/Community