Latest Episodes
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...
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Episode 75: Why AI Is Not Your Top Tech Priority
In the midst of volatile markets and a bustling tax season, Matt faced a unique challenge for Episode 75: he was unable to secure...
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Episode 74: The Importance of Client Segmentation
In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. ...
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Episode 73: Carrie King and Jay Tarno
With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®. Carrie is Partner, Chief Compliance Officer,...