Latest Episodes
71
Episode 71: Amy Flourry & Maria Millner
Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. ...
70
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee...
69
Episode 69: Jina Yi and Victoria Latham
We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has...
68
Episode 68 - Rachel Lebowitz
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted...
67
Episode 67 - Chrissy Lee & Meghan Martin
With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed...
66
Episode 66 - Carolyn Armitage
For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around...