Edgar Collado

Chief Operating Officer at Tobias Financial Advisors. He has a background in corporate finance and strategy, and oversees the firm's day-to-day operations, compliance, marketing, and human resources.

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Feb 1, 2023 • 53min

EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial

Edgar Collado, COO at Tobias Financial Advisors, and Alex Satterfield of Byron Financial join the discussion, sharing their unique paths to operations roles. They dive into the evolving role of COOs and the significance of team involvement in strategic planning. The duo challenges the 'Myth of Outsourcing,' emphasizing in-house capabilities and the vital role of HR in organizational success. Listeners gain insights on enhancing client experience and the importance of inclusive strategic thinking to foster growth.

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