על אודות פודקאסט זה 🔗
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.
מנחים:
תדירות עדכון:
monthly
אורך אודיו ממוצע:
44 minutes
ראיונות אורחים
אנגלית
ארצות הברית
91 פרקים
מאז 11 בדצמבר 2018
episodic
הפרק החדש ביותר 🔗
With Episode 90, Matt welcomes Giselle Crout, COO at Corvus Wealth Advisors, and Brent Lee, Partner and COO at Dodds Wealth. Corvus Wealth Advisors is headquartered in San Luis Obispo, with a second office in Templeton, CA. The firm manages approximately $1 billion in client assets and has 20 empl…
פרקים קודמים 🔗
While Episode 89 clocks in at 43 minutes, you are going to want to allocate 86 minutes so you can listen to it twice! Livia Ramirez and Stephen de Man offer actionable advice that can be incorporated at your firm today. Both Regional Directors and Vice Presidents in Dimensional Fund Advisors’ prac…
With Episode 88, Matt welcomes Bryant Hicks, Partner and Director of Operations at JFG Family Office, and Tim Feeney, FPQP®, Operations Manager at Bridgewater Advisors. JFG Family Office is headquartered in Denver, CO, with additional offices in Washington, DC, and Dallas, TX. The firm manages app…
In this episode, Matt welcomes two dynamic operations leaders: Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones, and Vince Nauheimer, Chief Operating Officer of OnePoint BFG Wealth Partners. Brighton Jones, headquartered in Seattle, WA, was founded in 1999 and r…
In this episode, Matt is joined by Dawn Claussen, Chief Operating Officer at Mutual Group, and Michael Young, President and Managing Partner at Integrated Advisors Network. Mutual Group specializes in providing operational, strategic, and advisory support to financial service firms. Their goal is …
Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management Corporation. Connecticut Wealth Management, founded in 2010 out of an accounting business, recently celebrated its 15th a…
With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice President of Investments at Mercer Advisors. Pure Financial Advisors manages approximately $11 billion of client assets with a team of nearly 200 dedicated …
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadership to drive scalable growth. LibertyFi empowers growth-oriented RIAs to drive r…
In Episode 82, Matt sits down with two well-accomplished RIA operators: Hannah Koch, Director of Strategic Initiatives at Chicago-based Altair Advisers, and Joe Walker, COO of Bradley, Foster & Sargent (BFS), headquartered in Hartford, Connecticut, with nine total office locations. Altair Advi…
Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Episode 37 nearly four years ago. Randy, the former COO of Orion, brings decades of experience after spending 30 years building and scaling one of the …
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Coldstream Wealth Managment, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
מנוע חיפוש PODCAST
אתה יכול להשתמש באתר שלנו כדי לחפש3,823,068פודקאסטים ופודקאסטים195,595,516לפי אנשים, מקומות או נושאים.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
בקש/י פודקאסט זה
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post מודעות מסווגות for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
ריאיון עם פודקאסטר...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
חשבון ה־X הרשמי שלנו (לשעבר Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
