Latest Episodes
58
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...
57
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered...
56
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA...
55
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee...
54
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with...
53
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services
The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approach...