Latest Episodes
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...
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position...