The COO Roundtable
En podcast af PFI Advisors - Onsdage
Kategorier:
73 Episoder
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Episode 74: The Importance of Client Segmentation
Udgivet: 5.3.2025 -
Episode 73: Carrie King and Jay Tarno
Udgivet: 5.2.2025 -
Episode 72: Brittany Manning & Brian Habas
Udgivet: 8.1.2025 -
Episode 71: Amy Flourry & Maria Millner
Udgivet: 4.12.2024 -
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Udgivet: 5.11.2024 -
Episode 69: Jina Yi and Victoria Latham
Udgivet: 2.10.2024 -
Episode 68 - Rachel Lebowitz
Udgivet: 4.9.2024 -
Episode 67 - Chrissy Lee & Meghan Martin
Udgivet: 7.8.2024 -
Episode 66 - Carolyn Armitage
Udgivet: 10.7.2024 -
Episode 65 - Rebecca Davis & Joe Klein
Udgivet: 5.6.2024 -
Episode 64 - Adrian Chastain & Kailee Ostroski
Udgivet: 8.5.2024 -
Episode 63 - Do's and Don'ts of COO Onboarding
Udgivet: 3.4.2024 -
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Udgivet: 6.3.2024 -
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Udgivet: 7.2.2024 -
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Udgivet: 17.1.2024 -
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Udgivet: 6.12.2023 -
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Udgivet: 1.11.2023 -
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Udgivet: 4.10.2023 -
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Udgivet: 6.9.2023 -
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Udgivet: 2.8.2023
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
