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 operationaal 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!

EP 11 – Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

Executive Summary | Transcript

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

Introduction to the COO Roundtable Podcast

Executive Summary

COO White Paper

Download PFI’s COO White Paper released October of 2018

PFI Blog

Find more insights on operations, technology, Human Resources and more on the PFI Blog.