The COO Roundtable
Un pódcast de PFI Advisors - Miercoles
73 Episodo
-
Episode 74: The Importance of Client Segmentation
Publicado: 5/3/2025 -
Episode 73: Carrie King and Jay Tarno
Publicado: 5/2/2025 -
Episode 72: Brittany Manning & Brian Habas
Publicado: 8/1/2025 -
Episode 71: Amy Flourry & Maria Millner
Publicado: 4/12/2024 -
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Publicado: 5/11/2024 -
Episode 69: Jina Yi and Victoria Latham
Publicado: 2/10/2024 -
Episode 68 - Rachel Lebowitz
Publicado: 4/9/2024 -
Episode 67 - Chrissy Lee & Meghan Martin
Publicado: 7/8/2024 -
Episode 66 - Carolyn Armitage
Publicado: 10/7/2024 -
Episode 65 - Rebecca Davis & Joe Klein
Publicado: 5/6/2024 -
Episode 64 - Adrian Chastain & Kailee Ostroski
Publicado: 8/5/2024 -
Episode 63 - Do's and Don'ts of COO Onboarding
Publicado: 3/4/2024 -
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Publicado: 6/3/2024 -
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Publicado: 7/2/2024 -
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Publicado: 17/1/2024 -
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Publicado: 6/12/2023 -
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Publicado: 1/11/2023 -
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Publicado: 4/10/2023 -
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Publicado: 6/9/2023 -
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Publicado: 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.