The COO Roundtable
Ein Podcast von PFI Advisors - Mittwochs
Kategorien:
68 Folgen
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Episode 69: Jina Yi and Victoria Latham
Vom: 2.10.2024 -
Episode 68 - Rachel Lebowitz
Vom: 4.9.2024 -
Episode 67 - Chrissy Lee & Meghan Martin
Vom: 7.8.2024 -
Episode 66 - Carolyn Armitage
Vom: 10.7.2024 -
Episode 65 - Rebecca Davis & Joe Klein
Vom: 5.6.2024 -
Episode 64 - Adrian Chastain & Kailee Ostroski
Vom: 8.5.2024 -
Episode 63 - Do's and Don'ts of COO Onboarding
Vom: 3.4.2024 -
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Vom: 6.3.2024 -
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Vom: 7.2.2024 -
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Vom: 17.1.2024 -
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Vom: 6.12.2023 -
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Vom: 1.11.2023 -
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Vom: 4.10.2023 -
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Vom: 6.9.2023 -
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Vom: 2.8.2023 -
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
Vom: 12.7.2023 -
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services
Vom: 19.6.2023 -
EP 52 - Matt Sonnen of Coldstream Wealth Management
Vom: 9.5.2023 -
EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors
Vom: 4.4.2023 -
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates
Vom: 15.3.2023
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.