Latest Episodes
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EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe, Principal and Chief Operating Officer of Wipfli...
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EP 32 - Overview of Our New Digital Consulting Platform
For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been...
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EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge impact on their respective organizations, Natalie...
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EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating...
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EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO & General Counsel of Colony Group...
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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,...