The COO Roundtable
Podcast autorstwa PFI Advisors - Środy
68 Odcinki
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EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial
Opublikowany: 1.02.2023 -
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
Opublikowany: 3.01.2023 -
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
Opublikowany: 6.12.2022 -
EP 46 - Stacey McKinnon of Morton Wealth
Opublikowany: 1.11.2022 -
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
Opublikowany: 4.10.2022 -
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
Opublikowany: 31.08.2022 -
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
Opublikowany: 2.08.2022 -
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
Opublikowany: 6.07.2022 -
EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
Opublikowany: 18.05.2022 -
EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
Opublikowany: 5.04.2022 -
EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
Opublikowany: 1.03.2022 -
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
Opublikowany: 15.02.2022 -
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
Opublikowany: 4.01.2022 -
EP 36 – Karl Heckenberg of Emigrant Partners
Opublikowany: 1.12.2021 -
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
Opublikowany: 2.11.2021 -
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital
Opublikowany: 6.10.2021 -
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
Opublikowany: 8.09.2021 -
EP 32 - Overview of Our New Digital Consulting Platform
Opublikowany: 5.08.2021 -
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
Opublikowany: 6.07.2021 -
EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
Opublikowany: 2.06.2021
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.
