Latest Episodes
Episode 81: Jason Mirabella and Randy Lambert
Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Episode...
Episode 80: Linda Bready
In this episode, Matt sits down with Linda Bready, a renowned operations consultant to RIAs and author of the new book, The Exit Equation...
Episode 79: Morgan Bell & Lisa Crafford
In Episode 79, Matt welcomes two long-time friends and industry experts: Lisa Crafford and Morgan Bell of Constellation Wealth Capital (“CWC”). CWC is a...
Episode 78: Eric Stephenson & Shelly Kapoor
Episode 78 dives deep into a challenge many COOs contend with on a daily basis: mastering M&A integration. Matt hosts a dynamic discussion with...
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Episode 77: Brad Cox and Michael Walliser
Episode 77 finds Matt interviewing two seasoned RIA operators: Brad Cox and Michael Walliser, for an insightful conversation on growth, technology, and collaboration in...
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Episode 76: Tony Cox & Whitney Imeraj
We are excited to return to our traditional interview format for Episode 76, but this time with a twist! For the first time, we...