The COO Roundtable
En podcast av PFI Advisors - Onsdagar
73 Avsnitt
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Episode 74: The Importance of Client Segmentation
Publicerades: 2025-03-05 -
Episode 73: Carrie King and Jay Tarno
Publicerades: 2025-02-05 -
Episode 72: Brittany Manning & Brian Habas
Publicerades: 2025-01-08 -
Episode 71: Amy Flourry & Maria Millner
Publicerades: 2024-12-04 -
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Publicerades: 2024-11-05 -
Episode 69: Jina Yi and Victoria Latham
Publicerades: 2024-10-02 -
Episode 68 - Rachel Lebowitz
Publicerades: 2024-09-04 -
Episode 67 - Chrissy Lee & Meghan Martin
Publicerades: 2024-08-07 -
Episode 66 - Carolyn Armitage
Publicerades: 2024-07-10 -
Episode 65 - Rebecca Davis & Joe Klein
Publicerades: 2024-06-05 -
Episode 64 - Adrian Chastain & Kailee Ostroski
Publicerades: 2024-05-08 -
Episode 63 - Do's and Don'ts of COO Onboarding
Publicerades: 2024-04-03 -
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Publicerades: 2024-03-06 -
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Publicerades: 2024-02-07 -
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Publicerades: 2024-01-17 -
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Publicerades: 2023-12-06 -
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Publicerades: 2023-11-01 -
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Publicerades: 2023-10-04 -
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Publicerades: 2023-09-06 -
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Publicerades: 2023-08-02
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.
