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The COO Roundtable
Coldstream Wealth Managment
65 episodes
1 week ago
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
Show more...
Business
Arts,
Education
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Episode 68 - Rachel Lebowitz
The COO Roundtable
40 minutes 29 seconds
1 year ago
Episode 68 - Rachel Lebowitz
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? How do you approach technology or process implementations? How do you tackle your never-ending to-do list? In this episode, Matt focuses on the essential soft skills required for the COO role and interviews author Rachel Lebowitz about her research and new book, “Empowered COO – Eliminate Burnout, Resentment and Self Doubt as a Second-in Command.” After revealing his own past insecurities related to the role of COO, Matt asks Rachel to not only define the role of “Second-in-Command,” but to explain what about this unique position leads to burnout in so many cases (Rachel points out that the average COO engagement at a firm lasts about two and a half to five years).  During this far-reaching conversation, Matt and Rachel discuss: How a COO can easily lose themselves in the role if they aren’t intentional Why only 5.5% of the population is truly cut out to be an Empowered COO How the Visionary/Integrator relationship is so often a codependent one The similarities between an Empowered COO and a triage nurse What three soft skills must be mastered by successful COOs How Assertiveness, Decisiveness, and Discernment (ADD) are the backbone of an Empowered COO
The COO Roundtable
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.