The COO Roundtable

73 Folgen

1. EP 14 - Industry Spotlight: M&A Landscape for RIAs

   Vom: 7.2.2020
2. EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod

   Vom: 7.1.2020
3. EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing

   Vom: 3.12.2019
4. EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

   Vom: 7.11.2019
5. EP 10 - Highlights: Episodes 1 - 9

   Vom: 10.10.2019
6. EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean

   Vom: 9.9.2019
7. EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions

   Vom: 3.8.2019
8. EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon

   Vom: 12.7.2019
9. EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners

   Vom: 5.6.2019
10. EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management

    Vom: 1.5.2019
11. EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management

    Vom: 2.4.2019
12. EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group

    Vom: 6.3.2019
13. EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray

    Vom: 31.1.2019