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

December 4, 2024

The COO Roundtable: Episode 71

With Episode 71, we are joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors.  Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend [...]

Contributions from: Matt Sonnen
READ MORE

November 5, 2024

The COO Roundtable: Episode 70

Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70.  Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion [...]

Contributions from: Matt Sonnen
READ MORE

October 2, 2024

The COO Roundtable: Episode 69

We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing [...]

Contributions from: Matt Sonnen
READ MORE