The COO Roundtable
Ein Podcast von PFI Advisors - Mittwochs
73 Folgen
-
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 -
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
Vom: 9.9.2019 -
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
Vom: 3.8.2019 -
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
Vom: 12.7.2019 -
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
Vom: 5.6.2019 -
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
Vom: 1.5.2019 -
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
Vom: 2.4.2019 -
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
Vom: 6.3.2019 -
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
Vom: 31.1.2019
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.