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The COO Roundtable Episode 2
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
https://coosociety.com/wp-content/uploads/2020/05/Ep-2-1-Final.mp3
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including:
Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion.
To read a full transcript of this episode, please click here.
To read the executive summary of Episode 1, please click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 2 appeared first on COO Society.
View all episodes
By EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
https://coosociety.com/wp-content/uploads/2020/05/Ep-2-1-Final.mp3
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including:
Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion.
To read a full transcript of this episode, please click here.
To read the executive summary of Episode 1, please click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 2 appeared first on COO Society.