by COO Society | Dec 21, 2021 | COO Best Practices
Our industry has seen tremendous growth over the past two years, and it feels like every RIA in the country is reporting record years in terms of onboarding new clients and new assets under management. That means that most, if not all, RIAs are looking to hire...
by COO Society | Dec 14, 2021 | Podcasts
With another batch of podcasts in the books and almost three 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 | Nov 30, 2021 | Podcasts
EP 36 – Karl Heckenberg of Emigrant Partners https://coosociety.com/wp-content/uploads/2021/12/EP-36-2-Final.mp3 For our special three-year anniversary episode, we put a twist to our regular format and Matt was joined by Karl Heckenberg, CEO and President of Emigrant...
by COO Society | Nov 2, 2021 | Podcasts
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management https://coosociety.com/wp-content/uploads/2021/11/EP-35-3-Final.mp3 In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary...
by COO Society | Oct 6, 2021 | Podcasts
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital https://coosociety.com/wp-content/uploads/2021/10/EP34-2-Final.mp3 In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic,...
