In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe, Principal and Chief Operating Officer of Wipfli Financial Advisors, and Brad Hixson, Director, Mergers and Acquisitions of Lido Advisors.  Wipfli Financial Advisors has 90 employees, is headquartered in Milwaukee, Wisconsin with 19 offices around the country and manages $5B in AUM.  Lido Advisors has 110 employees and is headquartered in Los Angeles with an additional 22 offices across the United States. Lido manage $10B in AUM.  Matt, Jandy, and Brad discuss how operations plays a key role in growth by attracting both ideal advisors and clients, and much more including:  

Click here to read the Advisor Perspectives article Matt mentioned during this episode, M&A Requires More Than Securing Financing.

We hope you enjoy, share, and subscribe!

You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.

Sign up here to be notified of new practice management content added to our blog on a regular basis.