The COO Roundtable

68 Episodes

1. EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial

   Published: 1/02/2023
2. EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group

   Published: 3/01/2023
3. EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth

   Published: 6/12/2022
4. EP 46 - Stacey McKinnon of Morton Wealth

   Published: 1/11/2022
5. EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors

   Published: 4/10/2022
6. EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group

   Published: 31/08/2022
7. EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire

   Published: 2/08/2022
8. EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista

   Published: 6/07/2022
9. EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors

   Published: 18/05/2022
10. EP - 40 Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital

    Published: 5/04/2022
11. EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network

    Published: 1/03/2022
12. EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian

    Published: 15/02/2022
13. EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones

    Published: 4/01/2022
14. EP 36 – Karl Heckenberg of Emigrant Partners

    Published: 1/12/2021
15. EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

    Published: 2/11/2021
16. EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital

    Published: 6/10/2021
17. EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors

    Published: 8/09/2021
18. EP 32 - Overview of Our New Digital Consulting Platform

    Published: 5/08/2021
19. EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management

    Published: 6/07/2021
20. EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management

    Published: 2/06/2021