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AdvisorEsq - Episode 8
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Kandungan disediakan oleh Fox Rothschild LLP. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Fox Rothschild LLP atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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.
…
continue reading
195 episod
MP3•Laman utama episod
Manage episode 417326595 series 1041424
Kandungan disediakan oleh Fox Rothschild LLP. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Fox Rothschild LLP atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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.
…
continue reading
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