9 episodes

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.

The COO Roundtable PFI Advisors

    • Business
    • 5.0, 6 Ratings

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.

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

The Collins Family ,

COO Roundtable

Deeply insightful podcast, knowledgeable host and relevant guests delving into the requirements for a smoothly operating RIA firm.

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