The COO Roundtable

Podcast autorstwa PFI Advisors - Środy

Środy

Kategorie:

68 Odcinki

  1. Episode 69: Jina Yi and Victoria Latham

    Opublikowany: 2.10.2024
  2. Episode 68 - Rachel Lebowitz

    Opublikowany: 4.09.2024
  3. Episode 67 - Chrissy Lee & Meghan Martin

    Opublikowany: 7.08.2024
  4. Episode 66 - Carolyn Armitage

    Opublikowany: 10.07.2024
  5. Episode 65 - Rebecca Davis & Joe Klein

    Opublikowany: 5.06.2024
  6. Episode 64 - Adrian Chastain & Kailee Ostroski

    Opublikowany: 8.05.2024
  7. Episode 63 - Do's and Don'ts of COO Onboarding

    Opublikowany: 3.04.2024
  8. Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors

    Opublikowany: 6.03.2024
  9. Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors

    Opublikowany: 7.02.2024
  10. Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors

    Opublikowany: 17.01.2024
  11. Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management

    Opublikowany: 6.12.2023
  12. Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO

    Opublikowany: 1.11.2023
  13. Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital

    Opublikowany: 4.10.2023
  14. Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors

    Opublikowany: 6.09.2023
  15. Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors

    Opublikowany: 2.08.2023
  16. Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management

    Opublikowany: 12.07.2023
  17. EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services

    Opublikowany: 19.06.2023
  18. EP 52 - Matt Sonnen of Coldstream Wealth Management

    Opublikowany: 9.05.2023
  19. EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors

    Opublikowany: 4.04.2023
  20. EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

    Opublikowany: 15.03.2023

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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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