

The COO Roundtable
Coldstream Wealth Managment
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.
Top mentioned books
Here are the most frequently recommended books on The COO Roundtable podcast:

#1 Mentioned in 1 episodes
Have You Filled a Bucket Today?

#2 Mentioned in 1 episodes