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.
Episode 86: Dawn Claussen and Michael Young
Episode 85: Josh Brier & Aldo Tarantini
Episode 84: Henry Lao & Ben Littman
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