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THE COO ROUNDTABLE

PODCAST

THE COO ROUNDTABLE WITH MATT SONNEN

The COO Roundtable podcast features COOs and operations leaders from large RIAs around the country.  With each episode, we will create an open discussion about operational and technology best practices, as well as general business strategy for the RIA industry. We hope to shed light on the tremendously important work COOs perform on a daily basis.  We believe no RIA can successfully execute an organic or inorganic growth strategy without competent professional management in place.

Join host Matt Sonnen and a panel of COOs, as they share insight on Business Administration, M&A, HR, Technology, and much more.  Subscribe below to listen to our latest episode now!

 

The COO Roundtable  Episode 51

The COO Roundtable
Episode 51

For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane, COO, CCO and Partner of Flower City Capital and Zach Morris, Managing Partner and Founder...

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The COO Roundtable  Episode 50

The COO Roundtable
Episode 50

For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing...

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The COO Roundtable  Episode 49

The COO Roundtable
Episode 49

Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways - Edgar Collado of Tobias Financial Advisors and Alex Satterfield...

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The COO Roundtable Episode 48

The COO Roundtable
Episode 48

For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting guests – Daryl Seaton, President at Sowell Management, and Barrett Karvis, Managing Director...

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The COO Roundtable  Episode 47

The COO Roundtable
Episode 47

For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial and Chris Pelch, Chief...

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The COO Roundtable  Episode 46

The COO Roundtable
Episode 46

Our latest episode of The COO Roundtable features a rare single-guest format.  Stacey McKinnon of Morton Wealth recently wrote an important paper titled, “Your Career is Up to You” which features...

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The COO Roundtable  Episode 45

The COO Roundtable
Episode 45

Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth...

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The COO Roundtable  Episode 44

The COO Roundtable
Episode 44

In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal...

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The COO Roundtable  Episode 43

The COO Roundtable
Episode 43

In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of...

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The COO Roundtable  Episode 42

The COO Roundtable
Episode 42

In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the Visionary Forum, and Melissa Bushman, VP of Operations at AltruVista.  Kristie’s experience...

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The COO Roundtable  Episode 41

The COO Roundtable
Episode 41

For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Oschman, Co-founder and board member, Tommy Martin,...

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The COO Roundtable  Episode 40

The COO Roundtable
Episode 40

In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG...

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The COO Roundtable  Episode 39

The COO Roundtable
Episode 39

This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent Advisor Network.  Founded in...

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The COO Roundtable  Episode 38

The COO Roundtable
Episode 38

For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating...

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The COO Roundtable  Episode 37

The COO Roundtable
Episode 37

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of...

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The COO Roundtable  Episode 36

The COO Roundtable
Episode 36

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 Partners for a compelling conversation on...

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