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...
The COO Roundtable  Episode 41

The COO Roundtable
Episode 41

EP 41 - Lauren Oschman, Tommy Martin, and Brad Quick of Vestia Personal Wealth Advisors https://pfiadvisors.com/wp-content/uploads/2022/05/EP41_Final-2.mp3 For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth...
The COO Roundtable  Episode 40

The COO Roundtable
Episode 40

EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital https://pfiadvisors.com/wp-content/uploads/2022/04/Ep40_Final-1.mp3 In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee...
The COO Roundtable  Episode 39

The COO Roundtable
Episode 39

EP 39 - Rob Ziliak of Buckingham Wealth Partners & Ryan Armock of Thrivent Advisor Network https://pfiadvisors.com/wp-content/uploads/2022/03/Ep39_final.mp3 This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham...
The COO Roundtable  Episode 38

The COO Roundtable
Episode 38

EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management & Trevor Phillippi of 6 Meridian https://pfiadvisors.com/wp-content/uploads/2022/02/EP_38_Final_v2-2.mp3 For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing...