The COO Roundtable  Episode 47

The COO Roundtable
Episode 47

EP 47 - Julie Allen of FirstWave Financial and Chris Pelch of Vance Wealth https://pfiadvisors.com/wp-content/uploads/2022/12/Ep-47-COO-Roundtable-Final-1.mp3 For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie...
The COO Roundtable  Episode 46

The COO Roundtable
Episode 46

EP 46 - Stacey McKinnon of Morton Capital Wealth https://pfiadvisors.com/wp-content/uploads/2022/11/Ep46-COO-Roundtable-1.mp3 Our latest episode of The COO Roundtable features a rare single-guest format.  Stacey McKinnon of Morton Wealth recently wrote an important...
The COO Roundtable  Episode 45

The COO Roundtable
Episode 45

EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors https://pfiadvisors.com/wp-content/uploads/2022/10/Ep45-COO-Roundtable-Final.mp3 Our latest episode of The COO Roundtable features two leaders of relatively young and evolving...
The COO Roundtable  Episode 44

The COO Roundtable
Episode 44

EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group https://pfiadvisors.com/wp-content/uploads/2022/08/Ep-44-COO-Roundtable-Final.mp3 In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful...
The COO Roundtable  Episode 43

The COO Roundtable
Episode 43

EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire https://pfiadvisors.com/wp-content/uploads/2022/08/Ep-43-Final-2.mp3 In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta...
The COO Roundtable  Episode 42

The COO Roundtable
Episode 42

EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista https://pfiadvisors.com/wp-content/uploads/2022/07/Ep-42-Final.mp3 In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the...