by COO Society | Dec 6, 2022 | Podcasts
EP 47 - Julie Allen of FirstWave Financial and Chris Pelch of Vance Wealth https://coosociety.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...
by COO Society | Nov 1, 2022 | Podcasts
EP 46 - Stacey McKinnon of Morton Capital Wealth https://coosociety.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...
by COO Society | Oct 4, 2022 | Podcasts
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors https://coosociety.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...
by COO Society | Aug 31, 2022 | Podcasts
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group https://coosociety.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...
by COO Society | Aug 2, 2022 | Podcasts
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire https://coosociety.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 and...
by COO Society | Jul 5, 2022 | Podcasts
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista https://coosociety.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...
