AdvisorEsq - Episode 8

Legal Listening: The Fox Rothschild LLP Podcast

English - May 09, 2024 13:03 - 15 minutes - 13.8 MB - ★★★★ - 6 ratings
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Previous Episode: The Presumption of Innocence - Episode 35

Next Episode: The Presumption of Innocence - Special Edition: Episode 36

How can a chief operating officer be most impactful at a registered investment advisor firm?

In this episode, host Matt Baum chats with Matt Sonnen, COO of Coldstream Wealth Management. They discuss what it means to be a COO in an RIA firm, building trust with leadership and crafting both the right company culture and streamlined operational processes for long-term success.