The COO Roundtable
By Coldstream Wealth Managment
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Category: Business
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Subscribers: 3
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Episodes: 64
Description
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.
| Episode | Date |
|---|---|
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Episode 63 - Do's and Don'ts of COO Onboarding
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Apr 03, 2024 |
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Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
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Mar 06, 2024 |
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Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
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Feb 07, 2024 |
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Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
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Jan 17, 2024 |
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Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
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Dec 06, 2023 |
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Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
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Nov 01, 2023 |
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Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
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Oct 04, 2023 |
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Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
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Sep 06, 2023 |
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Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
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Aug 02, 2023 |
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Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
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Jul 12, 2023 |
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EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services
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Jun 19, 2023 |
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EP 52 - Matt Sonnen of Coldstream Wealth Management
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May 09, 2023 |
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EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors
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Apr 04, 2023 |
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EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates
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Mar 15, 2023 |
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EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial
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Feb 01, 2023 |
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EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
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Jan 03, 2023 |
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EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
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Dec 06, 2022 |
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EP 46 - Stacey McKinnon of Morton Wealth
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Nov 01, 2022 |
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EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
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Oct 04, 2022 |
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EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
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Aug 31, 2022 |
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EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
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Aug 02, 2022 |
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EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
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Jul 06, 2022 |
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EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
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May 18, 2022 |
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EP 40 - Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
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Apr 05, 2022 |
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EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
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Mar 01, 2022 |
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EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
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Feb 15, 2022 |
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EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
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Jan 04, 2022 |
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EP 36 – Karl Heckenberg of Emigrant Partners
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Dec 01, 2021 |
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EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
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Nov 02, 2021 |
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EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital
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Oct 06, 2021 |
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EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
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Sep 08, 2021 |
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EP 32 - Overview of Our New Digital Consulting Platform
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Aug 05, 2021 |
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EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
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Jul 06, 2021 |
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EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
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Jun 02, 2021 |
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EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
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May 04, 2021 |
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EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
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Apr 06, 2021 |
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EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
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Mar 04, 2021 |
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EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
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Feb 02, 2021 |
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EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
|
Jan 12, 2021 |
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EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill
|
Dec 09, 2020 |
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EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
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Nov 10, 2020 |
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EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
|
Oct 06, 2020 |
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EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
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Sep 02, 2020 |
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EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
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Aug 04, 2020 |
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EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors
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Jun 30, 2020 |
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EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
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Jun 03, 2020 |
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EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management
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May 05, 2020 |
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EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
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Apr 07, 2020 |
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EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
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Mar 03, 2020 |
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EP 14 - Industry Spotlight: M&A Landscape for RIAs
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Feb 07, 2020 |
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EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
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Jan 07, 2020 |
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EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
|
Dec 03, 2019 |
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EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
|
Nov 07, 2019 |
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EP 10 - Highlights: Episodes 1 - 9
|
Oct 10, 2019 |
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EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
|
Sep 09, 2019 |
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EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
|
Aug 03, 2019 |
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EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
|
Jul 12, 2019 |
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EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
|
Jun 05, 2019 |
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EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
|
May 01, 2019 |
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EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
|
Apr 02, 2019 |
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EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
|
Mar 06, 2019 |
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EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
|
Jan 31, 2019 |
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EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
|
Jan 17, 2019 |
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Introducing The COO Roundtable Podcast
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Dec 11, 2018 |