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
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...
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...
Top 5 Lessons Learned from Episodes
21-25 of The COO Roundtable
With another batch of podcasts on the books and two years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
The COO Roundtable
Episode 15
In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant. A trailblazer in…
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...
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,...
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...
COO WHITE PAPER
Download PFI’s COO White Paper released in 2018
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Insights on operations, technology, HR, and more.