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 | 85 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationBusiness | |||
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Latest Episodes
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
In Episode 82, Matt sits down with two well-accomplished RIA operators: Hannah Koch, Director of Strategic Initiatives at Chicago-based Altair Advisers, and Joe Walker, COO of Bradley, Foster & Sargent (BFS), headquartered in Hartford, Connecticut, w... more
Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Episode 37 nearly four years ago. Randy, the former COO of Orion, brings decades of experience after sp... 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?
The content focuses on operational and technology best practices specifically tailored for the Registered Investment Advisor (RIA) industry. Key themes include the challenges faced by COOs in managing operations, the significance of technology adoption, and strategies for enhancing client relationships. Notable discussions often revolve around the importance of mergers and acquisitions, operational efficiency, and the complexities of client segmentation within advisory firms. The insights shared by various experienced guests provide valuable takeaways for industry professionals looking to optimize their practices and drive growth in their organizations.
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?
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How many episodes of The COO Roundtable are there?
The COO Roundtable launched 7 years ago and published 85 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. Jason Mirabella
2. Randy Lambert
3. Linda Brady
4. Lisa Crafford
5. Morgan Bell
6. Eric Stephenson
7. Shelly Kapoor
8. Brad 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.