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 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 M&A, HR, Technology, and much more. Listen and subscribe below!
EP 10 – Highlights
Executive Summary | Transcript
EP 9 – Susan Dickson & Suzanne Williamson of Private Ocean
Executive Summary | Transcript
EP 8 – David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
Executive Summary | Transcript
EP 7 – Heather Goodman of True Capital Management & Mark Delotto of Massey Quick Simon
Executive Summary | Transcript
EP 6 – Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
Executive Summary | Transcript
EP 5 – Heather Fortner of SignatureFD & Lucas Winthrop of Winthrop Wealth Management
Executive Summary | Transcript
EP 4 – Tom Harms of Summit Trail Advisors & Stacey McKinnon of Morton Capital Management
Executive Summary | Transcript
EP 3 – Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
Executive Summary | Transcript
EP 2 – Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
Executive Summary | Transcript
EP 1 – Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
Executive Summary | Transcript