EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod

Episode 13 January 07, 2020 00:48:41
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
The COO Roundtable
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod

Jan 07 2020 | 00:48:41

/

Hosted By

Matt Sonnen

Show Notes

In the 13th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod.  After spending almost two decades in the aerospace industry, Kristi de Grys brings an outside (and strongly analytical) perspective and occupies a role not yet seen on The COO Roundtable—that of the Chief Investment Officer/COO.  Similarly, Larry brings the perspective of a “recovering history and English major” to his role of providing strategic leadership for growth and profitability.  With the goal of highlighting the importance of values & culture when it comes to the  management of a firm, Matt, Kristi, & Larry sit down to discuss how a COO can make the firm’s values the basis for its processes, how to build the right culture for your firm, and more, including:  

  Check out Larry’s book, It’s That Simple: How to Build the Professional Service Firm of the Future, here.   We hope you enjoy, share, and subscribe!   You can listen and subscribe on iTunes, Google Play, Spotify, iHeartRadio or Stitcher.   Sign up here to be notified of new practice management content added to our blog on a regular basis.  

Other Episodes

Episode 73

February 05, 2025 00:44:17
Episode Cover

Episode 73: Carrie King and Jay Tarno

With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®.  Carrie is Partner, Chief Compliance Officer,...

Listen

Episode

December 11, 2018 00:05:29
Episode Cover

Introducing The COO Roundtable Podcast

I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations...

Listen

Episode 58

November 01, 2023 00:30:17
Episode Cover

Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO

For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and...

Listen