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 Two-Way Street of Employee  Performance Reviews

Client Segmentation
Is Not Evil

It’s not personal, it’s strictly business. Many RIAs struggle with profitability when they attempt to “be all things to all people,” which forces them to offer a wide range of services to clients of all shapes and sizes. As we have previously written, if...