The COO Roundtable
Ein Podcast von PFI Advisors - Mittwochs
Kategorien:
68 Folgen
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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 -
EP 14 - Industry Spotlight: M&A Landscape for RIAs
Vom: 7.2.2020 -
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
Vom: 7.1.2020 -
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
Vom: 3.12.2019 -
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
Vom: 7.11.2019 -
EP 10 - Highlights: Episodes 1 - 9
Vom: 10.10.2019
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.