All Episodes
The COO Roundtable — 91 episodes
Episode 90: Giselle Crout & Brent Lee
Episode 89: Livia Ramirez & Stephen de Man
Episode 88: Bryant Hicks and Timothy Feeney
Episode 87: Grace Balestrieri and Vince Nauheimer
Episode 86: Dawn Claussen and Michael Young
Episode 85: Josh Brier & Aldo Tarantini
Episode 84: Henry Lao & Ben Littman
Episode 83: Alli Jordan & Emily Wilcox
Episode 82: Hannah Koch & Joe Walker
Episode 81: Jason Mirabella and Randy Lambert
Episode 80: Linda Bready
Episode 79: Morgan Bell & Lisa Crafford
Episode 78: Eric Stephenson & Shelly Kapoor
Episode 77: Brad Cox and Michael Walliser
Episode 76: Tony Cox & Whitney Imeraj
Episode 75: Why AI Is Not Your Top Tech Priority
Episode 74: The Importance of Client Segmentation
Episode 73: Carrie King and Jay Tarno
Episode 72: Brittany Manning & Brian Habas
Episode 71: Amy Flourry & Maria Millner
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
Episode 69: Jina Yi and Victoria Latham
Episode 68 - Rachel Lebowitz
Episode 67 - Chrissy Lee & Meghan Martin
Episode 66 - Carolyn Armitage
Episode 65 - Rebecca Davis & Joe Klein
Episode 64 - Adrian Chastain & Kailee Ostroski
Episode 63 - Do's and Don'ts of COO Onboarding
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services
EP 52 - Matt Sonnen of Coldstream Wealth Management
EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates
EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth
EP 46 - Stacey McKinnon of Morton Wealth
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
EP 40 - Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital
EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
EP 36 – Karl Heckenberg of Emigrant Partners
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors
EP 32 - Overview of Our New Digital Consulting Platform
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management
EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill
EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
EP 14 - Industry Spotlight: M&A Landscape for RIAs
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
EP 10 - Highlights: Episodes 1 - 9
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
Introducing The COO Roundtable Podcast