The COO Roundtable
A podcast by PFI Advisors - Miercuri
73 Episoade
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Episode 74: The Importance of Client Segmentation
Publicat: 05.03.2025 -
Episode 73: Carrie King and Jay Tarno
Publicat: 05.02.2025 -
Episode 72: Brittany Manning & Brian Habas
Publicat: 08.01.2025 -
Episode 71: Amy Flourry & Maria Millner
Publicat: 04.12.2024 -
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Publicat: 05.11.2024 -
Episode 69: Jina Yi and Victoria Latham
Publicat: 02.10.2024 -
Episode 68 - Rachel Lebowitz
Publicat: 04.09.2024 -
Episode 67 - Chrissy Lee & Meghan Martin
Publicat: 07.08.2024 -
Episode 66 - Carolyn Armitage
Publicat: 10.07.2024 -
Episode 65 - Rebecca Davis & Joe Klein
Publicat: 05.06.2024 -
Episode 64 - Adrian Chastain & Kailee Ostroski
Publicat: 08.05.2024 -
Episode 63 - Do's and Don'ts of COO Onboarding
Publicat: 03.04.2024 -
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Publicat: 06.03.2024 -
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Publicat: 07.02.2024 -
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Publicat: 17.01.2024 -
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Publicat: 06.12.2023 -
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Publicat: 01.11.2023 -
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Publicat: 04.10.2023 -
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Publicat: 06.09.2023 -
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Publicat: 02.08.2023
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.
