I had the opportunity to join Rusty Sommer on In The Money, sponsored by Flyer Financial Technologies. We dove into how strong operations aren’t just behind-the-scenes work—they’re the engine that drives growth and profitability for wealth management firms. It was a fantastic conversation you won’t want to miss!
In our discussion, we covered:
- My career path from consultant to COO
- Why building a COO community has been so impactful
- How firms can focus on fewer clients and deeper relationships
- The balance between technology, process, and people
- What COOs should really be prioritizing right now
It was a great opportunity to shine a light on a part of the business that often stays behind the scenes.
You can listen to the full episode here: https://apple.co/4nFWxoT