The COO Roundtable: Episode 83

In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadership to drive scalable growth.

LibertyFi empowers growth-oriented RIAs to drive revenue and scale with the Envestnet platform, enabling seamless outsourcing of reporting, billing, and trading. Using technology and defined processes in their own business, LibertyFi currently supports 23 RIAs managing approximately $21 billion in assets with just eight employees. Practifi offers a unified workspace for financial advisory firms, blending CRM, practice management, compliance, and marketing features to streamline workflows and deepen client relationships.

Alli and Emily aren’t just consultants to RIAs navigating change; they are practitioners at the forefront of their own firms’ growth stories. Together, they join Matt to explore how RIAs can grow profitably and efficiently. Other key topics covered include:

• The importance of treating the components of your tech stack as an operational strategy, not just a technology choice
• Dos and Don’ts for creating a tech stack designed to fuel growth in 2026
• How to lead successful change across your firm by focusing on your team’s “hearts and minds”
• Time management tips and how to escape the daily grind and focus on strategic growth
• The top attributes of an effective RIA COO

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

You can read the full transcript here.