Sometimes the most impactful insights come from stepping back and looking at the patterns, habits, and family legacies that define who we are. In this episode of Beyond AUM, Yosef Colish sits down with Matt Sonnen, COO of Coldstream and founder of the COO Society, for a candid conversation on the real engine behind wealth management.

You can find show notes, resources and more at: https://tinyurl.com/23kyndpb

Beyond portfolio management, building a resilient RIA requires mastering back-office operations, executive balance, and emerging technology. In this episode of Beyond AUM, host Yosef Colish sits down with Trevor Hodges, COO of SAX Wealth Advisors, a division of SAX, one of the nation's top 50 tax and accounting firms.

You can find show notes, resources and more at: https://tinyurl.com/dhnc4cya

What does it take to move past standard industry talk and build a firm that actually stands for something? 

In the inaugural episode of Beyond AUM, Yosef Colish sits down with Nathan Munits, founder of Longwave Financial, for a deep conversation about the human story behind managing nearly $900 million in AUM. 

You can find show notes, resources and more at: https://tinyurl.com/yesbkdtr

What can we learn when the leaders of billion-dollar RIAs stop talking about business and start talking about themselves?

Hosted by Yosef Colish, Beyond AUM features candid fireside chats with founders and executives from billion-dollar RIAs who are willing to share the experiences that shaped them, not just as leaders, but as people.

From defining career moments to leadership challenges, personal failures, and hard-earned wisdom, these discussions reveal the human side of the executives shaping the future of independent wealth management.

No sales pitches. No canned answers. Just thoughtful conversations with leaders willing to share what rarely gets discussed publicly.

Join us every week and get a fresh perspective from some of the most respected minds in wealth management.