Latest Episodes
86
Episode 86: Dawn Claussen and Michael Young
In this episode, Matt is joined by Dawn Claussen, Chief Operating Officer at Mutual Group, and Michael Young, President and Managing Partner at Integrated...
Episode 85: Josh Brier & Aldo Tarantini
Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management...
84
Episode 84: Henry Lao & Ben Littman
With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice President of...
83
Episode 83: Alli Jordan & Emily Wilcox
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading...
82
Episode 82: Hannah Koch & Joe Walker
In Episode 82, Matt sits down with two well-accomplished RIA operators: Hannah Koch, Director of Strategic Initiatives at Chicago-based Altair Advisers, and Joe Walker,...
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...