COO SOCIETY

We've built the COO Society around three "learning paths" of Technology, Human Resources, and Business Administration, which serve as valuable training for anyone from a new client service associate to a veteran COO. By breaking down our expertise into digestible pieces that members can consume on their own schedule, we hope to provide RIAs of all sizes with the skills needed to effectively run their business and drive growth in a profitable fashion... As we discuss on our COO Roundtable podcast every month, RIA operations professionals are usually too busy to attend a webinar in the middle of the day. We've designed the COO Society to allow members the ability to gain practical education at any time of day or night, or even on the weekends!... To that end, in addition to the services we provide to our clients, we have published over 220 practice management articles and research papers and continue to promote business ownership through our podcast, The COO Roundtable.

Also known as: The COO Society

Primary location: Redondo Beach United States