The COO Roundtable
Un pódcast de PFI Advisors - Miercoles
67 Episodo
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EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
Publicado: 3/1/2023 -
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
Publicado: 6/12/2022 -
EP 46 - Stacey McKinnon of Morton Wealth
Publicado: 1/11/2022 -
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
Publicado: 4/10/2022 -
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
Publicado: 31/8/2022 -
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
Publicado: 2/8/2022 -
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
Publicado: 6/7/2022 -
EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
Publicado: 18/5/2022 -
EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
Publicado: 5/4/2022 -
EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
Publicado: 1/3/2022 -
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
Publicado: 15/2/2022 -
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
Publicado: 4/1/2022 -
EP 36 – Karl Heckenberg of Emigrant Partners
Publicado: 1/12/2021 -
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
Publicado: 2/11/2021 -
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital
Publicado: 6/10/2021 -
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
Publicado: 8/9/2021 -
EP 32 - Overview of Our New Digital Consulting Platform
Publicado: 5/8/2021 -
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
Publicado: 6/7/2021 -
EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
Publicado: 2/6/2021 -
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
Publicado: 4/5/2021
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.
