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In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-packed episodes we’ve produced so far and he even finds time to squeeze in a Princess Bride reference! By focusing on all the unique perspectives that our guests bring to the table—including a number of COOs and operations professionals, as well as CEOs and service providers—we can see how the COO role is multifaceted and can encapsulate so many different responsibilities depending upon the needs of the firm. Listen in to learn how a COO can be an instrumental part of an RIA’s C-suite through:
We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. Sign up here to be notified of new practice management content added to our blog on a regular basis.
By Coldstream Wealth Managment4.5
2020 ratings
In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-packed episodes we’ve produced so far and he even finds time to squeeze in a Princess Bride reference! By focusing on all the unique perspectives that our guests bring to the table—including a number of COOs and operations professionals, as well as CEOs and service providers—we can see how the COO role is multifaceted and can encapsulate so many different responsibilities depending upon the needs of the firm. Listen in to learn how a COO can be an instrumental part of an RIA’s C-suite through:
We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. Sign up here to be notified of new practice management content added to our blog on a regular basis.

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