Latest Episodes
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...
Episode 80: Linda Bready
In this episode, Matt sits down with Linda Bready, a renowned operations consultant to RIAs and author of the new book, The Exit Equation...
Episode 79: Morgan Bell & Lisa Crafford
In Episode 79, Matt welcomes two long-time friends and industry experts: Lisa Crafford and Morgan Bell of Constellation Wealth Capital (“CWC”). CWC is a...
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...