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