Latest Episodes
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...
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Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located...
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Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul...