August 2, 2023

The COO Roundtable: Episode 55

In Podcast: The COO Roundtable

Contributions from: Matt Sonnen

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

We hope you enjoy, share, and subscribe on Google PodcastsApple Podcasts, or Spotify.

You can read the full transcript here.

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