by PFI Advisors | Sep 7, 2021 | COO Best Practices, Podcasts
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors https://pfiadvisors.com/wp-content/uploads/2021/09/EP-33-1-Final.mp3 In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe,...
by PFI Advisors | Aug 4, 2021 | Podcasts
EP 32 - Overview of Our New Digital Consulting Platform https://pfiadvisors.com/wp-content/uploads/2021/08/EP-32-1-FINAL.mp3 For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been...
by PFI Advisors | Jul 27, 2021 | Podcasts
With another batch of podcasts in the books and more than two years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and...
by PFI Advisors | Jul 6, 2021 | Podcasts
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management https://pfiadvisors.com/wp-content/uploads/2021/07/EP-31-2-Final.mp3 In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge...
by PFI Advisors | Jun 1, 2021 | Podcasts
In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating Officer at Savant Wealth Management. Klingman & Associates is located in New York City, has 18...
