The COO Roundtable
Coldstream Wealth ManagmentJoin host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
| Publishes | Monthly | Episodes | 87 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEducation | |||
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Latest Episodes
In this episode, Matt is joined by Dawn Claussen, Chief Operating Officer at Mutual Group, and Michael Young, President and Managing Partner at Integrated Advisors Network. Mutual Group specializes in providing operational, strategic, and advisory su... more
Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management Corporation. Connecticut Wealth Management, founded in 2010 out of an acc... more
With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice President of Investments at Mercer Advisors. Pure Financial Advisors manages approximately $11 billion of cl... more
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadership to drive scalable growth. Li... more
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- Refreshing
I love getting new insight from our industry by someone who understands operations.
Apple Podcasts5Glen-flowmo
United States3 years ago - COO Roundtable
Deeply insightful podcast, knowledgeable host and relevant guests delving into the requirements for a smoothly operating RIA firm.
Apple Podcasts5The Collins FamilyUnited States7 years ago
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Frequently Asked Questions About The COO Roundtable
What is The COO Roundtable about and what kind of topics does it cover?
A practical, operations-focused show that centers on COO-level leadership within the RIA space, exploring how firms scale, implement technology, and optimize client experience. Episodes frequently contrast operational frameworks, technology integration, M&A readiness, and leadership development, often featuring COOs, operations consultants, and senior executives from wealth management firms. A notable thread across episodes is the emphasis on tangible process improvements, people-driven change, and the balance between growth and operational discipline. The format tends to blend firsthand growth stories with actionable guidance, making it useful for prospective guests and sponsors seeking visibility in the RIA operations ecosystem.
Where can I find podcast stats for The COO Roundtable?
Rephonic provides a wide range of podcast stats for The COO Roundtable. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The COO Roundtable and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The COO Roundtable get?
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What are the audience demographics for The COO Roundtable?
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How many subscribers and views does The COO Roundtable have?
To see how many followers or subscribers The COO Roundtable has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The COO Roundtable?
These podcasts share a similar audience with The COO Roundtable:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Animal Spirits Podcast
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Compound and Friends
5. Planet Money
How many episodes of The COO Roundtable are there?
The COO Roundtable launched 7 years ago and published 87 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The COO Roundtable?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The COO Roundtable?
Rephonic pulls ratings and reviews for The COO Roundtable from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The COO Roundtable?
Rephonic provides full transcripts for episodes of The COO Roundtable. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on The COO Roundtable?
Recent guests on The COO Roundtable include:
1. Josh Brier
2. Aldo Tarantini
3. Ben Littman
4. Henry Lao
5. Alli Jordan
6. Emily Wilcox
7. Hannah Koch
8. Joe Walker
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.