THE COO ROUNDTABLE

PODCAST

THE COO ROUNDTABLE WITH MATT SONNEN

The COO Roundtable podcast features COOs and operations leaders from large RIAs around the country.  With each episode, we will create an open discussion about operational and technology best practices, as well as general business strategy for the RIA industry. We hope to shed light on the tremendously important work COOs perform on a daily basis.  We believe no RIA can successfully execute an organic or inorganic growth strategy without competent professional management in place.

Join host Matt Sonnen and a panel of COOs, as they share insight on Business Administration, M&A, HR, Technology, and much more.  Subscribe below to listen to our latest episode now!

 

The COO Roundtable  Episode 36

The COO Roundtable
Episode 36

For our special three-year anniversary episode, we put a twist to our regular format and Matt was joined by Karl Heckenberg, CEO and President of Emigrant Partners for a compelling conversation on...

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The COO Roundtable  Episode 35

The COO Roundtable
Episode 35

In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join Matt to discuss all things RIA operations and change...

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The COO Roundtable  Episode 34

The COO Roundtable
Episode 34

In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic, and Matt Wiles, COO of Crestone Capital.  RegentAtlantic is headquartered in...

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The COO Roundtable  Episode 33

The COO Roundtable
Episode 33

In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe, Principal and Chief Operating Officer of Wipfli Financial Advisors, and Brad...

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The COO Roundtable  Episode 32

The COO Roundtable
Episode 32

For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been receiving about our new digital consulting platform, The COO...

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The COO Roundtable  Episode 31

The COO Roundtable
Episode 31

In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge impact on their respective organizations, Natalie Wheeler, Chief Operating Officer at...

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The COO Roundtable  Episode 30

The COO Roundtable
Episode 30

In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating Officer at Savant Wealth...

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The COO Roundtable  Episode 29

The COO Roundtable
Episode 29

In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO & General Counsel of Colony Group and Susan Korin, COO & CCO of Balasa...

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The COO Roundtable  Episode 28

The COO Roundtable
Episode 28

In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division, Tony Parkin and...

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The COO Roundtable  Episode 27

The COO Roundtable
Episode 27

For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused on back of the house...

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The COO Roundtable  Episode 26

The COO Roundtable
Episode 26

In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief Operating Officer and Partner of Telemus Financial Life Management, and Kelly Downs, Chief Operating...

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The COO Roundtable  Episode 25

The COO Roundtable
Episode 25

  In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific Portfolio Consulting in Seattle, WA and Erica Farber, Partner at Balentine in Atlanta,...

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The COO Roundtable  Episode 24

The COO Roundtable
Episode 24

In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests from Segall Bryant & Hamill: Chief Executive Officer Phil Hildebrandt and...

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The COO Roundtable  Episode 23

The COO Roundtable
Episode 23

In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President of Wealth Architects.  Regimen Wealth is headquartered...

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The COO Roundtable  Episode 22

The COO Roundtable
Episode 22

In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum.  For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for...

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The COO Roundtable  Episode 21

The COO Roundtable
Episode 21

In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards & Company and Doug Johnson, newly...

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The COO Roundtable  Episode 20

The COO Roundtable
Episode 20

In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial Officer of Parallel Advisors and Cecilia Williams, Director of Investment Operations and...

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The COO Roundtable  Episode 19

The COO Roundtable
Episode 19

In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of HighTower Advisors and Michael Reed, Chief Operating Officer of Dakota Wealth...

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