73 Epizód

  1. Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management

    Közzétéve: 2023. 07. 12.

  2. EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services

    Közzétéve: 2023. 06. 19.

  3. EP 52 - Matt Sonnen of Coldstream Wealth Management

    Közzétéve: 2023. 05. 09.

  4. EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors

    Közzétéve: 2023. 04. 04.

  5. EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

    Közzétéve: 2023. 03. 15.

  6. EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial

    Közzétéve: 2023. 02. 01.

  7. EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group

    Közzétéve: 2023. 01. 03.

  8. EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth

    Közzétéve: 2022. 12. 06.

  9. EP 46 - Stacey McKinnon of Morton Wealth

    Közzétéve: 2022. 11. 01.

  10. EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors

    Közzétéve: 2022. 10. 04.

  11. EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group

    Közzétéve: 2022. 08. 31.

  12. EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire

    Közzétéve: 2022. 08. 02.

  13. EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista

    Közzétéve: 2022. 07. 06.

  14. EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors

    Közzétéve: 2022. 05. 18.

  15. EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital

    Közzétéve: 2022. 04. 05.

  16. EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network

    Közzétéve: 2022. 03. 01.

  17. EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian

    Közzétéve: 2022. 02. 15.

  18. EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones

    Közzétéve: 2022. 01. 04.

  19. EP 36 – Karl Heckenberg of Emigrant Partners

    Közzétéve: 2021. 12. 01.

  20. EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

    Közzétéve: 2021. 11. 02.

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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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