The COO Roundtable  Episode 30

The COO Roundtable
Episode 30

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...
The COO Roundtable  Episode 29

The COO Roundtable
Episode 29

EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz https://pfiadvisors.com/wp-content/uploads/2021/05/EP-29-1-Final.mp3 In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO...
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...