The COO Roundtable

73 Episodes

1. Episode 74: The Importance of Client Segmentation

   Published: 3/5/2025
2. Episode 73: Carrie King and Jay Tarno

   Published: 2/5/2025
3. Episode 72: Brittany Manning & Brian Habas

   Published: 1/8/2025
4. Episode 71: Amy Flourry & Maria Millner

   Published: 12/4/2024
5. Episode 70: Jeremy Massullo & Dr. Jordan Hutchison

   Published: 11/5/2024
6. Episode 69: Jina Yi and Victoria Latham

   Published: 10/2/2024
7. Episode 68 - Rachel Lebowitz

   Published: 9/4/2024
8. Episode 67 - Chrissy Lee & Meghan Martin

   Published: 8/7/2024
9. Episode 66 - Carolyn Armitage

   Published: 7/10/2024
10. Episode 65 - Rebecca Davis & Joe Klein

    Published: 6/5/2024
11. Episode 64 - Adrian Chastain & Kailee Ostroski

    Published: 5/8/2024
12. Episode 63 - Do's and Don'ts of COO Onboarding

    Published: 4/3/2024
13. Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors

    Published: 3/6/2024
14. Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors

    Published: 2/7/2024
15. Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors

    Published: 1/17/2024
16. Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management

    Published: 12/6/2023
17. Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO

    Published: 11/1/2023
18. Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital

    Published: 10/4/2023
19. Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors

    Published: 9/6/2023
20. Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors

    Published: 8/2/2023