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The COO Roundtable  Episode 19

The COO Roundtable
Episode 19

In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of HighTower Advisors and Michael Reed, Chief Operating Officer of Dakota Wealth...

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The New  RIA Workplace

The New
RIA Workplace

PFI Advisors is proud to announce we have partnered with Stacey McKinnon, COO of Morton Capital for an industry research piece, “The New RIA Workplace.”  While some RIAs were caught flat-footed...

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Reporting Technology  for RIAs

Reporting Technology
for RIAs

When wirehouse or IBD advisors look to launch their own firm, the main question on their minds is, “How will I recreate the products and services I’ve always offered my clients throughout my career,...

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The COO Roundtable  Episode 18

The COO Roundtable
Episode 18

In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive Officer and Principal of Austin Asset.  EP...

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The COO Roundtable  Episode 17

The COO Roundtable
Episode 17

In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at Shufro Rose and Brandon McKerney, Partner and Director of Operations at Columbia Pacific Wealth...

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