What's the secret to successfully recruiting advisors? Understanding that moving from one firm to another is probably one of the most stressful things that an advisor can go through.
That’s what Jodi Perry, National Head of...more
How can a chief operating officer be most impactful at a registered investment advisor firm?
In this episode, host Matt Baum chats with Matt Sonnen, COO of Coldstream Wealth Management. They discuss what it means to be a COO...more