A wealth transfer plan can be a helpful tool in leaving assets to your loved ones and preparing your heirs for the practical and emotional aspects involved.
Paces Ferry’s Zach Morris joins The COO Roundtable
The COO Roundtable podcast features COOs and operations leaders from large RIAs around the country. Each episode is a discussion about operational and technology best practices, as well as general business strategy for the RIA industry.
Vince Crane, COO, CCO, and Partner of Flower City Capital, and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors joined Matt Sonnen, Founder and CEO of PFI Advisors for an exciting 51st episode of The COO Roundtable.
Matt, Vince, and Zach chat about how, from Day 1, our guests have set in place systems and processes with future scalability in mind and much more including:
Each guest’s career path and how they became operations professionals
The pros and cons of a centralized back office vs a pod structure
Each firm’s ideal client and how that persona drives the services they offer
How each guest approaches their firm’s “next hire”
How each guest shapes their firm’s culture
Listen to the full episode here or read the full transcript:
COO Roundtable - PFI Advisors
The COO Roundtable podcast features Chief Operations Officers and operations leaders from large RIAs around the country.
Before deciding if a Roth conversion is right for you, there are some key factors to consider such as how it may impact your current and future tax strategy.
