NEMA REGION: Baltimore Local Group is hosting a program - The Pillars to Successfully Merging or Scaling
For more information, visit the Baltimore Local Group Community Page.
Presenter:
Jennifer Goldman, Operations Strategist and Founder of My Virtual COO
Jennifer holds a Bachelor's degree from Boston University in Financial Planning, current CFP holder, 30+ years of experience in operations for service related businesses with extensive focus on wealth management firms.
Program Summary:
This program explores the key pillars required to successfully merge or scale a business, with a focus on aligning people, productivity, profit, and growth. Advisors will learn practical frameworks to reduce friction, avoid costly missteps, and execute strategic growth initiatives with greater clarity and efficiency. This topic is important as many firms face increasing pressure to scale, partner, or transition ownership in a competitive and evolving landscape. Clients benefit through stronger, more sustainable advisory firms that deliver consistent service, improved outcomes, and long term continuity.