15 min
AdvisorEsq - Episode 8 Legal Listening: The Fox Rothschild LLP Podcast
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- Business
How can a chief operating officer be most impactful at a registered investment advisor firm?
In this episode, host Matt Baum chats with Matt Sonnen, COO of Coldstream Wealth Management. They discuss what it means to be a COO in an RIA firm, building trust with leadership and crafting both the right company culture and streamlined operational processes for long-term success.
How can a chief operating officer be most impactful at a registered investment advisor firm?
In this episode, host Matt Baum chats with Matt Sonnen, COO of Coldstream Wealth Management. They discuss what it means to be a COO in an RIA firm, building trust with leadership and crafting both the right company culture and streamlined operational processes for long-term success.
15 min