The COO Roundtable

Episode 72: Brittany Manning & Brian Habas

Listen Later

We welcome Brittany Manning and Brian Habas for Episode 72!  Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington, and Louisville, Kentucky.  The firm manages approximately $3.2 billion for both private clients and institutional clients and has 34 employees. Brian joined AlphaCore Wealth Advisory about six months ago as Chief Operating Officer. Alphacore is headquartered in La Jolla, CA, with additional offices in five other states. The firm manages around $3.5 billion and employes 49 team members. Britanny, Brian, and Matt discuss career paths for non-advisors in the wealth management industry, as well as:

  • How they identify different skillsets across their team and ensure they have the right people in the right seats
  • The importance of documented processes, especially at firms experiencing hyper-rapid growth
  • The complexities of technology integration
  • How each are approaching AI at their firms
  • Strategies both guests have implemented to successfully lead change across their organizations
    • ...more
    View all episodesView all episodes
    Download on the App Store
    The COO RoundtableBy Coldstream Wealth Managment
    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    20 ratings

    More shows like The COO Roundtable

    View all
    Masters in Business by Bloomberg

    Masters in Business

    2,178 Listeners

    How to Be Awesome at Your Job by How to be Awesome at Your Job

    How to Be Awesome at Your Job

    1,037 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    939 Listeners

    Founders by David Senra

    Founders

    2,146 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,030 Listeners

    Second in Command: The Chief Behind the Chief with Cameron Herold by Second in Command with Cameron Herold

    Second in Command: The Chief Behind the Chief with Cameron Herold

    221 Listeners

    The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

    The Rational Reminder Podcast

    470 Listeners

    The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

    The Perfect RIA

    462 Listeners

    The Compound and Friends by The Compound

    The Compound and Friends

    2,118 Listeners

    Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    Kitces and Carl - Real Talk for Real Financial Advisors

    244 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,888 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    445 Listeners

    The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    129 Listeners

    HBR On Leadership by Harvard Business Review

    HBR On Leadership

    167 Listeners

    The Operations Room: A Podcast for COO’s by Bethany Ayers & Brandon Mensinga

    The Operations Room: A Podcast for COO’s

    5 Listeners