Latest Episodes
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EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division,...
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EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused...
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief Operating Officer and Partner of Telemus Financial Life...
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EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific Portfolio Consulting in Seattle, WA and Erica...
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EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill
In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests from Segall Bryant & Hamill:...
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EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President...