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 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,...
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...
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...
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...
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...
Top 5 Lessons Learned from Episodes
31-35 of The COO Roundtable
With another batch of podcasts in the books and almost three years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback...
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...
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...
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...
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...
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...
Top 5 Lessons Learned from Episodes
26-30 of The COO Roundtable
With another batch of podcasts in the books and more than two years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback...
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...
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,...
COO WHITE PAPER
Download PFI’s COO White Paper released in 2018
PFI BLOG
Insights on operations, technology, HR, and more.