The COO Roundtable  Episode 28

The COO Roundtable
Episode 28

EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services https://pfiadvisors.com/wp-content/uploads/2021/04/EP-28-1-Final-1.mp3 In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab...
The COO Roundtable  Episode 27

The COO Roundtable
Episode 27

EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management https://pfiadvisors.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3 For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s...
The COO Roundtable  Episode 26

The COO Roundtable
Episode 26

EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management https://pfiadvisors.com/wp-content/uploads/2021/02/EP-26-1-Final-1.mp3 In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief...