Legal Listening: The Fox Rothschild Llp Podcast
AdvisorEsq - Episode 8
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:15:06
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Sinopsis
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.