The COO Roundtable
Ein Podcast von PFI Advisors - Mittwochs
73 Folgen
-
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital
Vom: 6.10.2021 -
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
Vom: 8.9.2021 -
EP 32 - Overview of Our New Digital Consulting Platform
Vom: 5.8.2021 -
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
Vom: 6.7.2021 -
EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
Vom: 2.6.2021 -
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
Vom: 4.5.2021 -
EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
Vom: 6.4.2021 -
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
Vom: 4.3.2021 -
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
Vom: 2.2.2021 -
EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
Vom: 12.1.2021 -
EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill
Vom: 9.12.2020 -
EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
Vom: 10.11.2020 -
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
Vom: 6.10.2020 -
EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
Vom: 2.9.2020 -
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
Vom: 4.8.2020 -
EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors
Vom: 30.6.2020 -
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
Vom: 3.6.2020 -
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management
Vom: 5.5.2020 -
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
Vom: 7.4.2020 -
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
Vom: 3.3.2020
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.
