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The COO Roundtable

Coldstream Wealth Managment

Join 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.

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Episodes

93 episodes

  1. Episode 92: Nicole Bonanno and Sean Conway 1:02:45
  2. Episode 91: Claire O'Keefe 51:32
  3. Episode 90: Giselle Crout & Brent Lee 49:34
  4. Episode 89: Livia Ramirez & Stephen de Man 43:09
  5. Episode 88: Bryant Hicks and Timothy Feeney 50:48
  6. Episode 87: Grace Balestrieri and Vince Nauheimer 38:54
  7. Episode 86: Dawn Claussen and Michael Young 37:07
  8. Episode 85: Josh Brier & Aldo Tarantini 53:30
  9. Episode 84: Henry Lao & Ben Littman 38:35
  10. Episode 83: Alli Jordan & Emily Wilcox 44:11
  11. Episode 82: Hannah Koch & Joe Walker 41:57
  12. Episode 81: Jason Mirabella and Randy Lambert 48:02
  13. Episode 80: Linda Bready 54:35
  14. Episode 79: Morgan Bell & Lisa Crafford 47:22
  15. Episode 78: Eric Stephenson & Shelly Kapoor 37:50
  16. Episode 77: Brad Cox and Michael Walliser 41:09
  17. Episode 76: Tony Cox & Whitney Imeraj 37:37
  18. Episode 75: Why AI Is Not Your Top Tech Priority 26:41
  19. Episode 74: The Importance of Client Segmentation 33:45
  20. Episode 73: Carrie King and Jay Tarno 44:17
  21. Episode 72: Brittany Manning & Brian Habas 46:16
  22. Episode 71: Amy Flourry & Maria Millner 49:36
  23. Episode 70: Jeremy Massullo & Dr. Jordan Hutchison 52:45
  24. Episode 69: Jina Yi and Victoria Latham 52:31
  25. Episode 68 - Rachel Lebowitz 40:29
  26. Episode 67 - Chrissy Lee & Meghan Martin 48:25
  27. Episode 66 - Carolyn Armitage 54:09
  28. Episode 65 - Rebecca Davis & Joe Klein 41:23
  29. Episode 64 - Adrian Chastain & Kailee Ostroski 48:42
  30. Episode 63 - Do's and Don'ts of COO Onboarding 23:24
  31. Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors 46:27
  32. Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors 54:52
  33. Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors 37:29
  34. Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management 56:03
  35. Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO 30:17
  36. Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital 29:28
  37. Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors 39:36
  38. Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors 56:36
  39. Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management 53:43
  40. EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services 1:04:30
  41. EP 52 - Matt Sonnen of Coldstream Wealth Management 22:00
  42. EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors 45:32
  43. EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates 1:01:26
  44. EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial 52:53
  45. EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group 50:29
  46. EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth 55:44
  47. EP 46 - Stacey McKinnon of Morton Wealth 1:15:01
  48. EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors 45:43
  49. EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group 35:44
  50. EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire 46:14