Latest Episodes
60
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...
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Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental health. Allison...
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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...
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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...
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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...
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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...