Latest Episodes
52
EP 52 - Matt Sonnen of Coldstream Wealth Management
The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with...
51
EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors
The COO Roundtable Episode 51 By PFI Advisors For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane,...
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EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates
The COO Roundtable Episode 50 By PFI Advisors For our milestone 50th episode, Matt is joined by two guests who are equally committed to...
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EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial
The COO Roundtable Episode 49 By PFI Advisors Our latest episode of The COO Roundtable features two guests who challenge our audience to think...
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EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
The COO Roundtable Episode 48 By PFI Advisors For our first podcast of the new year (and our fourth year running!), Matt is welcomed...
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EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
The COO Roundtable Episode 47 By PFI Advisors For our final episode of 2022, we were joined by two incredible members of our COO...