Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
All content for The COO Roundtable is the property of Coldstream Wealth Managment and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Episode 37 nearly four years ago. Randy, the former COO of Orion, brings decades of experience after spending 30 years building and scaling one of the industry's leading organizations. Now, Jason and Randy have teamed up at Intention.ly to launch a new operational consulting arm, specifically designed to tackle the unique operational and growth challenges faced by RIAs and the fintechs that serve them. Together, Matt, Jason, and Randy dive into topics including:
The complexity of scale and why it’s important to “keep score”
How growing firms can remain “quick and nimble” instead of becoming “bloated and slow” as they transition into enterprises
The fundamental differences between a Director of Operations and a Chief Operating Officer, and how to determine which role your firm needs
Why change is so hard for organizations to navigate, and how COOs can become true change agents
Will AI replace the traditional CRM, or make it even more powerful?
How the COO role is evolving and what to expect going forward
The COO Roundtable
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
