73 Episodio

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

    Pubblicato: 07/02/2020

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

    Pubblicato: 07/01/2020

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

    Pubblicato: 03/12/2019

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

    Pubblicato: 07/11/2019

  5. EP 10 - Highlights: Episodes 1 - 9

    Pubblicato: 10/10/2019

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

    Pubblicato: 09/09/2019

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

    Pubblicato: 03/08/2019

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

    Pubblicato: 12/07/2019

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

    Pubblicato: 05/06/2019

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

    Pubblicato: 01/05/2019

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

    Pubblicato: 02/04/2019

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

    Pubblicato: 06/03/2019

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

    Pubblicato: 31/01/2019

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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.

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