The COO Roundtable

73 Episodes

1. Episode 74: The Importance of Client Segmentation

   Published: 05/03/2025
2. Episode 73: Carrie King and Jay Tarno

   Published: 05/02/2025
3. Episode 72: Brittany Manning & Brian Habas

   Published: 08/01/2025
4. Episode 71: Amy Flourry & Maria Millner

   Published: 04/12/2024
5. Episode 70: Jeremy Massullo & Dr. Jordan Hutchison

   Published: 05/11/2024
6. Episode 69: Jina Yi and Victoria Latham

   Published: 02/10/2024
7. Episode 68 - Rachel Lebowitz

   Published: 04/09/2024
8. Episode 67 - Chrissy Lee & Meghan Martin

   Published: 07/08/2024
9. Episode 66 - Carolyn Armitage

   Published: 10/07/2024
10. Episode 65 - Rebecca Davis & Joe Klein

    Published: 05/06/2024
11. Episode 64 - Adrian Chastain & Kailee Ostroski

    Published: 08/05/2024
12. Episode 63 - Do's and Don'ts of COO Onboarding

    Published: 03/04/2024
13. Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors

    Published: 06/03/2024
14. Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors

    Published: 07/02/2024
15. Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors

    Published: 17/01/2024
16. Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management

    Published: 06/12/2023
17. Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO

    Published: 01/11/2023
18. Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital

    Published: 04/10/2023
19. Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors

    Published: 06/09/2023
20. Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors

    Published: 02/08/2023