by COO Society | Jul 27, 2021 | Podcasts
With another batch of podcasts in the books and more than 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...
by COO Society | Jul 6, 2021 | Podcasts
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management https://coosociety.com/wp-content/uploads/2021/07/EP-31-2-Final.mp3 In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge...
by COO Society | Jun 1, 2021 | Podcasts
In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating Officer at Savant Wealth Management. Klingman & Associates is located in New York City, has 18...
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 | 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...
