How can a chief operating officer be most impactful at a registered investment advisor firm?
In this episode, host Matt Baum chats with Matt Sonnen, COO of Coldstream Wealth Management. They discuss what it means to be a COO in an RIA firm, building trust with leadership and crafting both the right company culture and streamlined operational processes for long-term success.

AdvisorEsq - Episode 8

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Warm

1. egyptian pools
2. cold wind
3. sunrise
4. droplet
5. umbrella
6. a better tomorrow

meditation [.ep]

Fox Rothschild LLP is a national law firm with over 1000 attorneys coast to coast. Our lawyers provide a full range of legal services to public and private companies – from family-run businesses to multinational corporations. We also represent charitable, medical and educational institutions both in the United States and in more than 50 countries worldwide. In our podcasts, the attorneys of Fox share their insight and knowledge on some of today’s most pertinent legal issues impacting individuals and businesses.

AdvisorEsq - Episode 8

Fox Rothschild LLP

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