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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.
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Ratings & Reviews
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4.4 stars from 18 ratings
Refreshing
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“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
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“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 this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in...
Published 05/08/24
Published 05/08/24
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
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