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 | 72 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEducation | |||
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Latest Episodes
In Episode 79, Matt welcomes two long-time friends and industry experts: Lisa Crafford and Morgan Bell of Constellation Wealth Capital (“CWC”). CWC is a Chicago-based private equity firm founded in 2023 that specializes in making minority investments... more
Episode 78 dives deep into a challenge many COOs contend with on a daily basis: mastering M&A integration. Matt hosts a dynamic discussion with two former COOs who have recently stepped into groundbreaking roles focused exclusively on business integr... more
Episode 77 finds Matt interviewing two seasoned RIA operators: Brad Cox and Michael Walliser, for an insightful conversation on growth, technology, and collaboration in the wealth management industry. Brad is COO, CCO, and Partner at Diversified Port... more
We are excited to return to our traditional interview format for Episode 76, but this time with a twist! For the first time, we are interviewing an RIA who is actively searching for a Chief Operating Officer. In this episode, we delve into the respon... more
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- Refreshing
I love getting new insight from our industry by someone who understands operations.
Apple Podcasts5Glen-flowmo
United States2 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?
The discussions emphasize the operational challenges and technology integration facing Registered Investment Advisors (RIAs) in the financial sector. A range of topics such as client segmentation, operational efficiency, and the evolving responsibilities of Chief Operating Officers (COOs) are frequently explored. Insights are provided by experienced COOs and industry leaders who focus on best practices and strategies necessary to improve client relationships and firm operations. Unique to this series is the blend of personal experiences shared by guests, which not only informs listeners but also inspires actionable insights to enhance their own organizations' operations.
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?
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Which podcasts are similar to The COO Roundtable?
These podcasts share a similar audience with The COO Roundtable:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. The Operations Room: A Podcast for COO’s
5. The Peter Attia Drive
How many episodes of The COO Roundtable are there?
The COO Roundtable launched 7 years ago and published 72 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?
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Where can I see ratings and reviews for The COO Roundtable?
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What guests have appeared on The COO Roundtable?
Recent guests on The COO Roundtable include:
1. Lisa Crafford
2. Morgan Bell
3. Eric Stephenson
4. Shelly Kapoor
5. Brad Cox
6. Michael Walliser
7. Whitney Imeraj
8. Tony Cox
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.