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.
132 - Episode 86: Dawn Claussen and Michael Young
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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.
Episodios
132-
Episode 86: Dawn Claussen and Michael Young
Escuchado
mié., 06 mayo 2026
131-
Episode 85: Josh Brier & Aldo Tarantini
Escuchado
mié., 01 abr. 2026
130-
Episode 84: Henry Lao & Ben Littman
Escuchado
mié., 04 mar. 2026
129-
Episode 83: Alli Jordan & Emily Wilcox
Escuchado
mar., 03 feb. 2026
128-
Episode 82: Hannah Koch & Joe Walker
Escuchado
mié., 14 ene. 2026
127-
Episode 81: Jason Mirabella and Randy Lambert
Escuchado
mié., 03 dic. 2025
126-
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
Escuchado
mar., 07 abr. 2020
125-
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
Escuchado
mar., 03 mar. 2020
124-
EP 14 - Industry Spotlight: M&A Landscape for RIAs
Escuchado
vie., 07 feb. 2020
123-
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
Escuchado
mar., 07 ene. 2020
122-
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
Escuchado
mar., 03 dic. 2019
121-
EP 10 - Highlights: Episodes 1 - 9
Escuchado
jue., 10 oct. 2019
120-
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
Escuchado
lun., 09 sep. 2019
119-
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
Escuchado
sáb., 03 ago. 2019
118-
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
Escuchado
vie., 12 jul. 2019
117-
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
Escuchado
mié., 05 jun. 2019
116-
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
Escuchado
mié., 01 mayo 2019
115-
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
Escuchado
mar., 02 abr. 2019
114-
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
Escuchado
mié., 06 mar. 2019
113-
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
Escuchado
jue., 31 ene. 2019
112-
EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
Escuchado
jue., 17 ene. 2019
111-
Introducing The COO Roundtable Podcast
Escuchado
mar., 11 dic. 2018
110-
Episode 80: Linda Bready
Escuchado
mié., 05 nov. 2025
109-
Episode 79: Morgan Bell & Lisa Crafford
Escuchado
mié., 01 oct. 2025
108-
Episode 78: Eric Stephenson & Shelly Kapoor
Escuchado
mié., 03 sep. 2025
107-
Episode 77: Brad Cox and Michael Walliser
Escuchado
mié., 06 ago. 2025
106-
Episode 76: Tony Cox & Whitney Imeraj
Escuchado
mié., 21 mayo 2025
105-
Episode 75: Why AI Is Not Your Top Tech Priority
Escuchado
mié., 23 abr. 2025
104-
Episode 74: The Importance of Client Segmentation
Escuchado
mié., 05 mar. 2025
103-
Episode 73: Carrie King and Jay Tarno
Escuchado
mié., 05 feb. 2025
102-
Episode 72: Brittany Manning & Brian Habas
Escuchado
mié., 08 ene. 2025
101-
Episode 71: Amy Flourry & Maria Millner
Escuchado
mié., 04 dic. 2024
100-
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Escuchado
mar., 05 nov. 2024
99-
Episode 69: Jina Yi and Victoria Latham
Escuchado
mié., 02 oct. 2024
98-
Episode 68 - Rachel Lebowitz
Escuchado
mié., 04 sep. 2024
97-
Episode 67 - Chrissy Lee & Meghan Martin
Escuchado
mié., 07 ago. 2024
96-
Episode 66 - Carolyn Armitage
Escuchado
mié., 10 jul. 2024
95-
Episode 65 - Rebecca Davis & Joe Klein
Escuchado
mié., 05 jun. 2024
94-
Episode 64 - Adrian Chastain & Kailee Ostroski
Escuchado
mié., 08 mayo 2024
93-
Episode 63 - Do's and Don'ts of COO Onboarding
Escuchado
mié., 03 abr. 2024
92-
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Escuchado
mié., 06 mar. 2024
91-
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Escuchado
mié., 07 feb. 2024
90-
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Escuchado
mié., 17 ene. 2024
89-
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Escuchado
mié., 06 dic. 2023
88-
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Escuchado
mié., 01 nov. 2023
87-
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Escuchado
mié., 04 oct. 2023
86-
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Escuchado
mié., 06 sep. 2023
85-
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Escuchado
mié., 02 ago. 2023
84-
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
Escuchado
mié., 12 jul. 2023
83-
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services