Latest Episodes
91
Episode 91: Claire O'Keefe
With Episode 91, Matt sits down with Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners, for a solo conversation that breaks...
90
Episode 90: Giselle Crout & Brent Lee
With Episode 90, Matt welcomes Giselle Crout, COO at Corvus Wealth Advisors, and Brent Lee, Partner and COO at Dodds Wealth. Corvus Wealth Advisors...
89
Episode 89: Livia Ramirez & Stephen de Man
While Episode 89 clocks in at 43 minutes, you are going to want to allocate 86 minutes so you can listen to it twice!...
88
Episode 88: Bryant Hicks and Timothy Feeney
With Episode 88, Matt welcomes Bryant Hicks, Partner and Director of Operations at JFG Family Office, and Tim Feeney, FPQP®, Operations Manager at Bridgewater...
Episode 87: Grace Balestrieri and Vince Nauheimer
In this episode, Matt welcomes two dynamic operations leaders: Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones, and Vince Nauheimer, Chief...
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...