by COO Society | Nov 21, 2019 | White Papers
PFI Advisors (“Promoting Financial Independence”) announced today the release of a new industry report (the eighth in its continuing educational series) highlighting the growth opportunities CCOs unlock for RIAs once the owners of the firm can focus their time and...
by COO Society | Nov 6, 2019 | Podcasts
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory https://coosociety.com/wp-content/uploads/2020/05/Ep-11-2-Final.mp3 In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding...
by COO Society | Nov 4, 2019 | COO Best Practices
With ten episodes now under our belt, 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 responses on them. Our interviews to date have included...
by COO Society | Oct 10, 2019 | Podcasts
EP 10 - Highlights: Episodes 1 - 9 https://coosociety.com/wp-content/uploads/2020/05/Ep-10-1-Final.mp3 In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-packed episodes...
by COO Society | Sep 5, 2019 | Podcasts
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean https://coosociety.com/wp-content/uploads/2020/05/Ep-9-1-Final.mp3 In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan...
