by COO Society | Apr 4, 2023 | Podcasts
Ep 51 - Vince Crane of Flower City Capital & Zach Morris of Paces Ferry Wealth Advisors https://coosociety.com/wp-content/uploads/2023/04/Ep51-Final-Edit.mp3 For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince...
by COO Society | Mar 28, 2023 | Podcasts
With another batch of podcasts in the books and now four years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing your...
by COO Society | Mar 15, 2023 | Podcasts
Ep 50 - Allison Felix of Cassaday & Co. & Scott Brown of Pinnacle Associates https://coosociety.com/wp-content/uploads/2023/03/Ep50-Final-Edit.mp3 For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the...
by COO Society | Feb 1, 2023 | Podcasts
EP 49 - Edgar Collado of Tobias Financial & Alex Satterfield of Byron Financial https://coosociety.com/wp-content/uploads/2023/02/Ep-49-COO-Roundtable-Final-Edit-1.mp3 Our latest episode of The COO Roundtable features two guests who challenge our audience to think...
by COO Society | Jan 17, 2023 | Podcast Appearances
It was an incredible honor for Matt to be a guest on Michael Kitces’ hugely successful podcast, the Financial Advisor Success Podcast. Matt and Michael spoke in detail about: The value operations professionals bring to RIAs (whether their title is Ops Manager,...
