73 Episoade

  1. Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management

    Publicat: 12.07.2023

  2. EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services

    Publicat: 19.06.2023

  3. EP 52 - Matt Sonnen of Coldstream Wealth Management

    Publicat: 09.05.2023

  4. EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors

    Publicat: 04.04.2023

  5. EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

    Publicat: 15.03.2023

  6. EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial

    Publicat: 01.02.2023

  7. EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group

    Publicat: 03.01.2023

  8. EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth

    Publicat: 06.12.2022

  9. EP 46 - Stacey McKinnon of Morton Wealth

    Publicat: 01.11.2022

  10. EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors

    Publicat: 04.10.2022

  11. EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group

    Publicat: 31.08.2022

  12. EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire

    Publicat: 02.08.2022

  13. EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista

    Publicat: 06.07.2022

  14. EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors

    Publicat: 18.05.2022

  15. EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital

    Publicat: 05.04.2022

  16. EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network

    Publicat: 01.03.2022

  17. EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian

    Publicat: 15.02.2022

  18. EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones

    Publicat: 04.01.2022

  19. EP 36 – Karl Heckenberg of Emigrant Partners

    Publicat: 01.12.2021

  20. EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

    Publicat: 02.11.2021

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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.

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