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Advisors in Transition

The COO Perspective: Operational and Technology Best Practices for the RIA Industry

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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.

Related: Calling All Misfits, Dreamers, and Rugged Individualists

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