Insights

January 8, 2025

The COO Roundtable: Episode 72

In Podcast: The COO Roundtable

Contributions from: Matt Sonnen

We welcome Brittany Manning and Brian Habas for Episode 72!  Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington, and Louisville, Kentucky.  The firm manages approximately $3.2 billion for both private clients and institutional clients and has 34 employees. Brian joined AlphaCore Wealth Advisory about six months ago as Chief Operating Officer. Alphacore is headquartered in La Jolla, CA, with additional offices in five other states. The firm manages around $3.5 billion and employes 49 team members. Britanny, Brian, and Matt discuss career paths for non-advisors in the wealth management industry, as well as:

  • How they identify different skillsets across their team and ensure they have the right people in the right seats
  • The importance of documented processes, especially at firms experiencing hyper-rapid growth
  • The complexities of technology integration
  • How each are approaching AI at their firms
  • Strategies both guests have implemented to successfully lead change across their organizations

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

You can read the full transcript here.

Back to Insights

Related Articles

August 5, 2025

The COO Roundtable: Episode 77

Episode 77 finds Matt interviewing two seasoned RIA operators: Brad Cox and Michael Walliser, for an insightful conversation on growth, technology, and collaboration in the wealth management industry. Brad is COO, CCO, and Partner at Diversified Portfolios, Inc., based in Bloomfield Hills, Michigan.  The firm was founded in 1993 and has grown to approximately $1.8 [...]

READ MORE

May 21, 2025

The COO Roundtable: Episode 76

We are excited to return to our traditional interview format for Episode 76, but this time with a twist!  For the first time, we are interviewing an RIA who is actively searching for a Chief Operating Officer. In this episode, we delve into the responsibilities they envision for their new COO, once hired. Sage Mountain [...]

Contributions from: Matt Sonnen
READ MORE

April 23, 2025

The COO Roundtable: Episode 75

In the midst of volatile markets and a bustling tax season, Matt faced a unique challenge for Episode 75: he was unable to secure guests for the show. Rather than skipping an episode, he opted for a second monologue in a row, a format he typically reserves for special occasions. While he prefers to spotlight [...]

Contributions from: Matt Sonnen
READ MORE