73 Odcinki

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

    Opublikowany: 7.02.2020

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

    Opublikowany: 7.01.2020

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

    Opublikowany: 3.12.2019

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

    Opublikowany: 7.11.2019

  5. EP 10 - Highlights: Episodes 1 - 9

    Opublikowany: 10.10.2019

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

    Opublikowany: 9.09.2019

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

    Opublikowany: 3.08.2019

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

    Opublikowany: 12.07.2019

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

    Opublikowany: 5.06.2019

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

    Opublikowany: 1.05.2019

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

    Opublikowany: 2.04.2019

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

    Opublikowany: 6.03.2019

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

    Opublikowany: 31.01.2019

4 / 4

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.

Visit the podcast's native language site