Benjamin F. Edwards's guest appearances

Benjamin F. Edwards

Something Extra

The COO Roundtable

Amanda Green

Charles Schwab

Chris Keller

Mike Lee

Shaun Kapusinski

Doug Johnson

Matt Wiles

Lisa Cook

Mark Tibergien

Kelli Cruz

Heather Fortner

Mike Reed

Tom Preston

Eric Stephenson

Tommy Martin

OwlTail

In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards &amp; Company and Doug Johnson, newly appointed Chief Operating Officer at Parcion Private Wealth.  The Benjamin F. Edwards &amp; Company brand dates back 130 years, and the company is headquartered in St. Louis, Missouri with more than 600 employees and advisor affiliates and assets totaling about $27 billion.  Parcion Private Wealth opened its doors in October 2019 and is headquartered in Bellevue, Washington with 16 employees and about $1.2 billion in assets under management.  Matt, Chris, and Doug discuss a number of topics, including integrating their technology stack with different vendors, how their firms leverage that technology to provide outstanding client service, and much more including:    Overview of their respective firms and their professional backgrounds, including a funny moment regarding Chris’ LinkedIn bio The challenges both Chris and Doug have faced when looking to move their businesses toward the RIA model An interesting conversation about when to hire a COO at an RIA The value professional management brings to the wealth management space, specifically Their firms’ respective views and goals regarding inorganic vs. organic growth      We hope you enjoy, share, and subscribe!   You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher.   Sign up here to be notified of new practice management content added to our blog on a regular basis.

In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards &amp; Company and Doug Johnson, newly appointed Chief Operating Officer at Parcion Private Wealth.  The Benjamin F. Edwards &amp; Company brand dates back 130 years, and the company is headquartered in St. Louis, Missouri with more than 600 employees and advisor affiliates and assets totaling about $27 billion.  Parcion Private Wealth opened its doors in October 2019 and is headquartered in Bellevue, Washington with 16 employees and about $1.2 billion in assets under management.  Matt, Chris, and Doug discuss a number of topics, including integrating their technology stack with different vendors, how their firms leverage that technology to provide outstanding client service, and much more including: <ul> <li>Overview of their respective firms and their professional backgrounds, including a funny moment regarding Chris’ LinkedIn bio</li> <li>The challenges both Chris and Doug have faced when looking to move their businesses toward the RIA model</li> <li>An interesting conversation about when to hire a COO at an RIA</li> <li>The value professional management brings to the wealth management space, specifically</li> <li>Their firms’ respective views and goals regarding inorganic vs. organic growth</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="nofollow" target="_blank">subscribe</a>! You can listen and subscribe on <a href="https://podcasts.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/67j0QiBVV0IxRpyPMRMqx2" rel="nofollow" target="_blank">Spotify</a>,<a href="https://www.iheart.com/podcast/269-the-coo-roundtable-62778460/" rel="nofollow" target="_blank"> iHeartRadio</a>, or <a href="https://www.stitcher.com/podcast/pfi-advisors/the-coo-roundtable?refid=stpr" rel="nofollow" target="_blank">Stitcher</a>. Sign up <a href="https://pfiadvisors.com/subscribe/" rel="nofollow" target="_blank">here</a> to be notified of new practice management content added to our blog on a regular basis.

EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company