The COO Roundtable
Ein Podcast von PFI Advisors - Mittwochs
73 Folgen
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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 -
EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial
Vom: 1.2.2023 -
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
Vom: 3.1.2023 -
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
Vom: 6.12.2022 -
EP 46 - Stacey McKinnon of Morton Wealth
Vom: 1.11.2022 -
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
Vom: 4.10.2022 -
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
Vom: 31.8.2022 -
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
Vom: 2.8.2022 -
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
Vom: 6.7.2022 -
EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
Vom: 18.5.2022 -
EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
Vom: 5.4.2022 -
EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
Vom: 1.3.2022 -
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
Vom: 15.2.2022 -
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
Vom: 4.1.2022 -
EP 36 – Karl Heckenberg of Emigrant Partners
Vom: 1.12.2021 -
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
Vom: 2.11.2021
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.
