Latest Episodes
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...
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...