73 Afleveringen

  1. EP 14 - Industry Spotlight: M&A Landscape for RIAs

    Gepubliceerd: 7-2-2020

  2. EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod

    Gepubliceerd: 7-1-2020

  3. EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing

    Gepubliceerd: 3-12-2019

  4. EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

    Gepubliceerd: 7-11-2019

  5. EP 10 - Highlights: Episodes 1 - 9

    Gepubliceerd: 10-10-2019

  6. EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean

    Gepubliceerd: 9-9-2019

  7. EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions

    Gepubliceerd: 3-8-2019

  8. EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon

    Gepubliceerd: 12-7-2019

  9. EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners

    Gepubliceerd: 5-6-2019

  10. EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management

    Gepubliceerd: 1-5-2019

  11. EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management

    Gepubliceerd: 2-4-2019

  12. EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group

    Gepubliceerd: 6-3-2019

  13. EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray

    Gepubliceerd: 31-1-2019

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.

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