The COO Roundtable  Episode 33

The COO Roundtable
Episode 33

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,...
The COO Roundtable  Episode 32

The COO Roundtable
Episode 32

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...
The COO Roundtable  Episode 31

The COO Roundtable
Episode 31

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...
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...