Latest Episodes
68
Episode 68 - Rachel Lebowitz
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted...
67
Episode 67 - Chrissy Lee & Meghan Martin
With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed...
66
Episode 66 - Carolyn Armitage
For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around...
Episode 65 - Rebecca Davis & Joe Klein
We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of...
Episode 64 - Adrian Chastain & Kailee Ostroski
In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages...
Episode 63 - Do's and Don'ts of COO Onboarding
In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates...