by COO Society | May 4, 2021 | Podcasts
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz https://coosociety.com/wp-content/uploads/2021/05/EP-29-1-Final.mp3 In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO...
by COO Society | May 3, 2021 | White Papers
Continuing our focus on professional management in the RIA space, we are proud to announce the release of our latest white paper (the tenth in our continuing educational series) highlighting the role of the Chief Executive Officer. The report focuses on how CEOs...
by COO Society | Apr 27, 2021 | COO Best Practices, Podcasts
With another batch of podcasts on the books and two 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 responses...
by COO Society | Apr 6, 2021 | Podcasts
EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services https://coosociety.com/wp-content/uploads/2021/04/EP-28-1-Final-1.mp3 In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor...
by COO Society | Mar 4, 2021 | Podcasts
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management https://coosociety.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3 For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s...
