The COO Roundtable
Podcast
PFI Advisors has launched a new podcast featuring COOs and operations leaders from large RIAs around the country. With this podcast we will create an open discussion about operationaal and technology best practices, as well as general business strategy for the RIA industry. We hope to shed light on the trememdously important work COOs perform on a daily basis. We believe no RIA can successfully execute an organic or inorganic growth stretegy without competent professional management in place.
Join host Matt Sonnen and a panel of COOs, as they share insight on M&A, HR, Technology, and much more. Subscribe below to listen to our latest episode now!
EP 11 – Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
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EP 10 – Highlights
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EP 9 – Susan Dickson & Suzanne Williamson of Private Ocean
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EP 8 – David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
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EP 7 – Heather Goodman of True Capital Management & Mark Delotto of Massey Quick Simon
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EP 6 – Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
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EP 5 – Heather Fortner of SignatureFD & Lucas Winthrop of Winthrop Wealth Management
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EP 4 – Tom Harms of Summit Trail Advisors & Stacey McKinnon of Morton Capital Management
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EP 3 – Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
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EP 2 – Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
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EP 1 – Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
Executive Summary | Transcript