73 Epizód

  1. EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital

    Közzétéve: 2021. 10. 06.

  2. EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors

    Közzétéve: 2021. 09. 08.

  3. EP 32 - Overview of Our New Digital Consulting Platform

    Közzétéve: 2021. 08. 05.

  4. EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management

    Közzétéve: 2021. 07. 06.

  5. EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management

    Közzétéve: 2021. 06. 02.

  6. EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz

    Közzétéve: 2021. 05. 04.

  7. EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services

    Közzétéve: 2021. 04. 06.

  8. EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management

    Közzétéve: 2021. 03. 04.

  9. EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management

    Közzétéve: 2021. 02. 02.

  10. EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine

    Közzétéve: 2021. 01. 12.

  11. EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill

    Közzétéve: 2020. 12. 09.

  12. EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects

    Közzétéve: 2020. 11. 10.

  13. EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office

    Közzétéve: 2020. 10. 06.

  14. EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company

    Közzétéve: 2020. 09. 02.

  15. EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove

    Közzétéve: 2020. 08. 04.

  16. EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors

    Közzétéve: 2020. 06. 30.

  17. EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset

    Közzétéve: 2020. 06. 03.

  18. EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management

    Közzétéve: 2020. 05. 05.

  19. EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management

    Közzétéve: 2020. 04. 07.

  20. EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant

    Közzétéve: 2020. 03. 03.

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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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