23 min
Episode 63 - Do's and Don'ts of COO Onboarding The COO Roundtable
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- Business
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 RIA owners to have a clear understanding of what they need from their next Operations hire before beginning a search (how will you know you’ve found a good candidate if you don’t know exactly what you are hiring for?). He also recommends that newly-appointed COOs consider the firm’s capacity for change as they look to make recommendations to add efficiency and scale to their new RIA. His ultimate goal is for COO candidates and RIA owners to use this episode as the foundation for productive conversations during the interview process to ensure the right people, with the right level of experience, are being hired for the right roles. During this episode, Matt hits on the following topics:
The definition of “Founder’s Bias” and how it derails a newly-appointed COO
Why he’s not a fan of the fractional COO role
Things COO candidates should look and listen for during the interview process to ensure they will be set up for success
David Canter’s four action items every COO should perform after accepting a new job
Why Ted Lasso was the perfect COO
The difference between an Operations Manager, Director of Operations, and Chief Operating Officer
The ultimate sin RIA owners can commit when hiring a COO
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 RIA owners to have a clear understanding of what they need from their next Operations hire before beginning a search (how will you know you’ve found a good candidate if you don’t know exactly what you are hiring for?). He also recommends that newly-appointed COOs consider the firm’s capacity for change as they look to make recommendations to add efficiency and scale to their new RIA. His ultimate goal is for COO candidates and RIA owners to use this episode as the foundation for productive conversations during the interview process to ensure the right people, with the right level of experience, are being hired for the right roles. During this episode, Matt hits on the following topics:
The definition of “Founder’s Bias” and how it derails a newly-appointed COO
Why he’s not a fan of the fractional COO role
Things COO candidates should look and listen for during the interview process to ensure they will be set up for success
David Canter’s four action items every COO should perform after accepting a new job
Why Ted Lasso was the perfect COO
The difference between an Operations Manager, Director of Operations, and Chief Operating Officer
The ultimate sin RIA owners can commit when hiring a COO
23 min