The COO Roundtable
Podcast autorstwa PFI Advisors - Środy
73 Odcinki
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Episode 74: The Importance of Client Segmentation
Opublikowany: 5.03.2025 -
Episode 73: Carrie King and Jay Tarno
Opublikowany: 5.02.2025 -
Episode 72: Brittany Manning & Brian Habas
Opublikowany: 8.01.2025 -
Episode 71: Amy Flourry & Maria Millner
Opublikowany: 4.12.2024 -
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Opublikowany: 5.11.2024 -
Episode 69: Jina Yi and Victoria Latham
Opublikowany: 2.10.2024 -
Episode 68 - Rachel Lebowitz
Opublikowany: 4.09.2024 -
Episode 67 - Chrissy Lee & Meghan Martin
Opublikowany: 7.08.2024 -
Episode 66 - Carolyn Armitage
Opublikowany: 10.07.2024 -
Episode 65 - Rebecca Davis & Joe Klein
Opublikowany: 5.06.2024 -
Episode 64 - Adrian Chastain & Kailee Ostroski
Opublikowany: 8.05.2024 -
Episode 63 - Do's and Don'ts of COO Onboarding
Opublikowany: 3.04.2024 -
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Opublikowany: 6.03.2024 -
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Opublikowany: 7.02.2024 -
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Opublikowany: 17.01.2024 -
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Opublikowany: 6.12.2023 -
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Opublikowany: 1.11.2023 -
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Opublikowany: 4.10.2023 -
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Opublikowany: 6.09.2023 -
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Opublikowany: 2.08.2023
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.
