The COO Roundtable  Episode 29

The COO Roundtable
Episode 29

EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz https://pfiadvisors.com/wp-content/uploads/2021/05/EP-29-1-Final.mp3 In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO...
The COO Roundtable  Episode 28

The COO Roundtable
Episode 28

EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services https://pfiadvisors.com/wp-content/uploads/2021/04/EP-28-1-Final-1.mp3 In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab...
The COO Roundtable  Episode 27

The COO Roundtable
Episode 27

EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management https://pfiadvisors.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3 For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s...
The COO Roundtable  Episode 26

The COO Roundtable
Episode 26

EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management https://pfiadvisors.com/wp-content/uploads/2021/02/EP-26-1-Final-1.mp3 In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief...
The COO Roundtable  Episode 25

The COO Roundtable
Episode 25

EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine https://pfiadvisors.com/wp-content/uploads/2021/01/EP-25-2-Final.mp3   In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific...