by COO Society | May 11, 2022 | White Papers
PFI Advisors (“Promoting Financial Independence”) released today a new industry white paper on the complexities of reporting on alternative investments. This is the eleventh report in PFI’s continuing educational series. The white paper examines the increasing demand...
by COO Society | Apr 5, 2022 | Podcasts
EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital https://coosociety.com/wp-content/uploads/2022/04/Ep40_Final-1.mp3 In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee...
by COO Society | Feb 28, 2022 | Podcasts
EP 39 - Rob Ziliak of Buckingham Wealth Partners & Ryan Armock of Thrivent Advisor Network https://coosociety.com/wp-content/uploads/2022/03/Ep39_final.mp3 This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham...
by COO Society | Feb 15, 2022 | Podcasts
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management & Trevor Phillippi of 6 Meridian https://coosociety.com/wp-content/uploads/2022/02/EP_38_Final_v2-2.mp3 For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing...
by COO Society | Jan 4, 2022 | Podcasts
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones https://coosociety.com/wp-content/uploads/2022/01/EP-37-2-Final.mp3 For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief...
