The COO Roundtable: Episode 55

Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee Meeks is the Chief Administrative Officer and Chief Compliance Officer at Waddell & Associates, headquartered in Memphis, TN.  Cory Jackmuff, from BLB&B Advisors in Montgomeryville, PA, is the firm’s Operations Manager. Waddell & Associates was founded in 1986, currently manages approximately $1.4 billion of client assets, and has 7 advisors with 19 full-time employees. BLB&B Advisors dates its inception to its broker dealer days, all the way back to 1964. The firm currently has 30 employees and has approximately $2 billion of assets under management. After detailing their career paths that led them to where they are today, Tee and Corey discuss the following topics with Matt:

• How they each approach the tricky task of integrating the various vendors that make up their RIA infrastructure
• What initiatives both have implemented at their firms to best achieve scale
• How those initiatives have allowed advisors at their respective firms to spend more of their valuable time on client-facing activities
• Hiring strategies they both have designed to ensure the best people are coming to their organizations
• How they promote personal growth at their firms, for themselves and their employees

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You can read the full transcript here.