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 44

The COO Roundtable
Episode 44

In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal...

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The COO Roundtable  Episode 43

The COO Roundtable
Episode 43

In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of...

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The COO Roundtable  Episode 42

The COO Roundtable
Episode 42

In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the Visionary Forum, and Melissa Bushman, VP of Operations at AltruVista.  Kristie’s experience...

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The COO Roundtable  Episode 41

The COO Roundtable
Episode 41

For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Oschman, Co-founder and board member, Tommy Martin,...

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The COO Roundtable  Episode 40

The COO Roundtable
Episode 40

In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG...

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The COO Roundtable  Episode 39

The COO Roundtable
Episode 39

This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent Advisor Network.  Founded in...

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The COO Roundtable  Episode 38

The COO Roundtable
Episode 38

For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating...

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The COO Roundtable  Episode 37

The COO Roundtable
Episode 37

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of...

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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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