Connect with us

Advisors in Transition

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


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

Continue Reading