THE COO ROUNDTABLE

PODCAST

THE COO ROUNDTABLE WITH MATT SONNEN

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 operational 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!

 

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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The COO Roundtable  Episode 18

The COO Roundtable
Episode 18

In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive Officer and Principal of Austin Asset.  EP...

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The COO Roundtable  Episode 17

The COO Roundtable
Episode 17

In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at Shufro Rose and Brandon McKerney, Partner and Director of Operations at Columbia Pacific Wealth...

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The COO Roundtable  Episode 16

The COO Roundtable
Episode 16

In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson, COO and Head of Mergers & Acquisitions at STA Wealth Management.  Prior to...

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The COO Roundtable  Episode 14

The COO Roundtable
Episode 14

With M&A activity at an all-time high and no sign of stopping anytime soon, we take a break from our usual interview format here in Episode 14 and Matt speaks directly to our listeners about the...

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The COO Roundtable  Episode 13

The COO Roundtable
Episode 13

In the 13th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod.  After spending almost two decades in the aerospace industry,...

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The COO Roundtable  Episode 12

The COO Roundtable
Episode 12

In the 12th episode of The COO Roundtable, Matt welcomes Mark Tibergien and Karen Novak of BNY Mellon Pershing.*  Mark, CEO, Advisor Solutions, BNY Mellon Pershing is a monumental figure in the RIA...

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COO WHITE PAPER

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Insights on operations, technology, HR, and more.