Episode 64 - Adrian Chastain & Kailee Ostroski The COO Roundtable podcast

Artwork

Arts Business Podcasting Education PFI PFI Advisors

Indhold leveret af Coldstream Wealth Managment. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Coldstream Wealth Managment eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The COO Roundtable « »
Episode 64 - Adrian Chastain & Kailee Ostroski

6M ago 48:42

Del

MP3•Episode hjem

Indhold leveret af Coldstream Wealth Managment. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Coldstream Wealth Managment eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3 billion of client assets. Matt, Adrian, and Kailee discuss what it means to be an RIA Operations professional, the core focus on People, Process, and Technology, as well as:

How to best promote a “Culture of Operations” at your RIA
Tips for getting “buy in” from team members for the adoption of new technology tools
The “Goldilocks” scenario of trying to hire new employees at “just the right time”
Different approaches to building your firm’s technology roadmap
Why everything seems to come back to Process

… continue reading

70 episoder

#Arts #Business #Podcasting Education #PFI #PFI Advisors

Artwork

Episode 64 - Adrian Chastain & Kailee Ostroski

The COO Roundtable

published 6M ago

Del

MP3•Episode hjem

Indhold leveret af Coldstream Wealth Managment. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Coldstream Wealth Managment eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3 billion of client assets. Matt, Adrian, and Kailee discuss what it means to be an RIA Operations professional, the core focus on People, Process, and Technology, as well as:

How to best promote a “Culture of Operations” at your RIA
Tips for getting “buy in” from team members for the adoption of new technology tools
The “Goldilocks” scenario of trying to hire new employees at “just the right time”
Different approaches to building your firm’s technology roadmap
Why everything seems to come back to Process

… continue reading

70 episoder

#Arts #Business #Podcasting Education #PFI #PFI Advisors

Alle episoder

×

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

Lyt til 500+ emner