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The COO Roundtable

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Content provided by Coldstream Wealth Managment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coldstream Wealth Managment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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.
  continue reading

56 episoade

Artwork

The COO Roundtable

updated

iconDistribuie
 
Manage series 3281768
Content provided by Coldstream Wealth Managment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coldstream Wealth Managment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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.
  continue reading

56 episoade

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