Is this your podcast?
Sign up
to track ranks and reviews from Spotify, Apple Podcasts and more
PFI Advisors
The COO Roundtable
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.
Listen now
Ratings & Reviews
☆
☆
☆
☆
☆
4.4 stars from 18 ratings
Refreshing
☆
☆
☆
☆
☆
“I love getting new insight from our industry by someone who understands operations.”
Glen-flowmo via Apple Podcasts ·
United States of America ·
04/23/23
COO Roundtable
☆
☆
☆
☆
☆
“Deeply insightful podcast, knowledgeable host and relevant guests delving into the requirements for a smoothly operating RIA firm.”
The Collins Family via Apple Podcasts ·
United States of America ·
03/12/19
Recent Episodes
In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges...
Published 04/03/24
Published 04/03/24
We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer...
Published 03/06/24
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
