Spread Great Ideas is meant to increase the signal in a world awash in noise. Your curator and host, Brian David Crane, is on a quest to share the learnings of the world’s most interesting people - the disruptors, the outliers, the libertines, and those who’ve been unconventionally successful - so that we can all become a little bit wiser, together.
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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.
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Allen Brouwer: WithLove and the Entrepreneurial Path to Meaningful Work
1:26:03
1:26:03
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1:26:03Please welcome my friend Allen Brouwer. Allen is a father of two, an accomplished entrepreneur, a boat and nature lover, and a wicked combination of both good-looking and charming. We chat about his old company, BestSelf Co., which he co-founded. It was the only company to win both Shopify's Build-a-Business and Build-a-Bigger-Business. And his new…
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Episode 75: Why AI Is Not Your Top Tech Priority
26:41
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26:41In the midst of volatile markets and a bustling tax season, Matt faced a unique challenge for Episode 75: he was unable to secure guests for the show. Rather than skipping an episode, he opted for a second monologue in a row, a format he typically reserves for special occasions. While he prefers to spotlight those leading operations at their firms,…
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Taylor Pearson: "The End of Jobs," History, and Navigating Uncertainty
1:20:48
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1:20:48Please welcome my friend Taylor Pearson to the show. Taylor is a fellow father and entrepreneur, the author of The End of Jobs, an essayist with his Interesting Times newsletter, a fellow Tennessean, one of the founders of a long-volatility and tail-risk hedge fund, and a former college football player, where he played offensive line. He's spent th…
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Janwillem de Kwaasteniet: Building Bright Horizon and Adventures in Entrepreneurship
1:25:16
1:25:16
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1:25:16Please welcome my friend Janwillem de Kwaasteniet to the show. He's the founder of Bright Horizon, which he started after visiting Medellin, Colombia. He’s got a great entrepreneurial story to share. We go over how he started his first company, what it’s like being a long-term adventurer, and yes, why I jokingly call him an underwear model. Honestl…
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Julio Froment Castellvi: The Craftsman Behind Picking Nuggets on YouTube
1:35:49
1:35:49
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1:35:49Please welcome my friend Julio Froment Castellvi to the show. Julio is the "brains and brawn" behind Picking Nuggets, one of my favorite YouTube channels that is just about to crack 150k subs. And "The Little Almanack", a weekly newsletter where he shares timeless ideas (from influential doers) with handmade infographics to 16,000 plus subscribers.…
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Shawn Wells: Rethinking Health with the Author of "The Energy Formula"
1:10:39
1:10:39
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1:10:39Please welcome my friend Shawn Wells to the show. He's known as "The Most Trusted Voice in Supplements" after formulating over 1000+ supplements and having patented 40 unique compounds. He's also known for the catchphrase "Caffeine is Dead," which we'll get into, especially as it relates to his energy drink company, Update. When Shawn and I met in …
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Schalk Dormehl: Corruption, Personal Sovereignty, and Opportunity in South Africa
1:51:56
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1:51:56Please welcome my thoughtful and thought-provoking friend, Schalk Dormehl. Schalk is an aspiring polymath and a fellow lover of liberty and action-based philosophy. We jam on the past, present, and future political landscape of South Africa, personal sovereignty (one of my favorites), and civic responsibility in today's world. Lastly, we touch on e…
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Episode 74: The Importance of Client Segmentation
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33:45
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33:45In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. Drawing insights from his recent article in RIABiz, titled, How Fiduciary Duty Is Causing Confused Advisors to Run Bad Businesses, he dives deep into the crucial themes of firm capacity and RIA scalability. The …
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John Wang: Overcoming Imposter Syndrome with Big Asian Energy
1:22:59
1:22:59
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1:22:59Please welcome John Wang to the show. John is a leadership coach to the Asian American community, a corporate speaker, and host and writer of the Big Asian Energy podcast and upcoming book of the same title. He's the founder of Mastery Academy and has coached Asian American clients from Google, Apple, AmEx, Goldman Sachs, and other Fortune 500 comp…
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Gareth Hermann: The New Paradigm of Self-Managing Teams and Communal Living in Costa Rica
1:01:20
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1:01:20Please welcome my adventurous and curious friend, Gareth Hermann. Gareth is an entrepreneur, an "ops nut" like I am, an expat, a fellow lover of travel and "steel ponies," and an aspiring overseas real estate mogul. Most recently, he built and sold a seven-figure digital marketing agency pioneering impact marketing. Nowadays, he splits his time bet…
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With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®. Carrie is Partner, Chief Compliance Officer, Director of Trading, and a Wealth Advisor at Ullmann Wealth Partners, located in Jacksonville Beach, Florida. Ullmann Wealth Partners was founded in 2002 and has grown from approximately $400 mill…
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Billy Bosch: Prioritizing Health For a Longer Life, Richer Life and Building YouthRX
1:17:47
1:17:47
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1:17:47Please welcome my handsome and talented friend, Billy Bosch. He's a long-time health entrepreneur, a travel aficionado, a real estate investor, and, as far as this podcast goes, he is someone rare in that he's reduced his "Biological Age" by ten years as he's gotten into the best shape of his life and started to really dial in his healthspan, not j…
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Roman Milyushkevich: Co-Founder of HasData on Building a Startup
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48:59Roman is an entrepreneur, incredibly curious, an engineer, a father of two, and, as it relates to this podcast, he's the co-founder of HasData.com — a brand that I've personally invested in. We're going to be talking about his entrepreneurial journey, what HasData is, who uses it, who should use it, and what's next for the brand. If you're an SEO g…
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Episode 72: Brittany Manning & Brian Habas
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46:16
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46:16We welcome Brittany Manning and Brian Habas for Episode 72! Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington, and Louisville, Kentucky. The firm manages approximately $3.2 billion for both private clients and institutional clients and has 34 employees. Brian joined AlphaCore Wealth Advisory about six mon…
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Maggie McClure: Operations Wizadry and Fractional Magic
56:17
56:17
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56:17Maggie McClure is a business owner, a mother, a wife, a very funny storyteller, and, for the sake of this podcast — at least, I can attest — that she's a badass at operations and systems optimization. I've first-hand experience working with her, and I'm excited to bring her onto the show today. Please welcome Maggie. Favorite Maggie McClure Quote "…
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Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend Ca…
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Episode 70: Jeremy Massullo & Dr. Jordan Hutchison
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52:45Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion of client …
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We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing close …
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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 …
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With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…
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For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…
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We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…
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Jayson Gaddis: Founder of The Relationship School
1:13:43
1:13:43
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1:13:43Please welcome Jayson Gaddis to the show, he is — well — a lot of things. He's a father, an entrepreneur, an artist, an author, a public speaker, a human behavior specialist, and most importantly, he's a relationship expert. He's the author of Getting to Zero: How to Work Through Conflict in Your High-Stakes Relationships and is also the founder of…
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Ryan Coisson: Building Wealth and Managing Risk
1:34:01
1:34:01
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1:34:01Please welcome Ryan Coisson, whom I've known for more than 10 years, to the show. He's a digital business owner, content marketer, outdoor adventurer, and finance whiz. Ryan is a pro at creating high-level processes, including planning and building specific — and I mean very, very specific — actionable steps to achieve the goals around those financ…
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Episode 64 - Adrian Chastain & Kailee Ostroski
48:42
48:42
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48:42In 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…
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Martin Krung: DeFi Innovation at Curve Finance
1:09:47
1:09:47
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1:09:47I dive into the world of decentralized finance with Martin Krung, a prominent figure in the crypto space and a key contributor to Curve Finance. Martin has been an active participant in the crypto community for over a decade, focusing on innovative solutions and technological advancements. As a full-stack developer with a background in art software…
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Demian Voorhagen: Strategic Entrepreneurial Growth
1:07:08
1:07:08
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1:07:08I'm happy to have Demian Voorhagen with me, a name synonymous with scaling tech companies and driving substantial growth. Born and raised in Amsterdam, Demian's journey from exploring the realms of management, economics, and law, to becoming a pivotal figure in the startup and scale-up scene, is nothing short of inspiring. As someone deeply interes…
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Episode 63 - Do's and Don'ts of COO Onboarding
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23:24
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23:24In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…
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Vin Armani: A Tale of Tech, Liberty, and Legacy
2:27:21
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2:27:21Please welcome Vin Armani, also known as Cyprian, a man of many lives and many talents. Originally from Southern California, Vin first made a name for himself as the star of Showtime's "Gigolos" TV series which chronicled his life as a sought-after gigolo in Las Vegas. By day he's been a professional Bitcoin developer since 2014. He's an author, a …
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Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
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46:27
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46:27We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…
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Guy Smith: Founder of the Gun Facts Project
1:28:18
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1:28:18Please welcome Guy Smith, a 25-year gun control policy researcher and the founder of the Gun Facts Project. He's also the author of "Guns and Control", has appeared on Fox News, AlJazeera America, and is a frequent talk radio and podcast guest where he shares his team's learnings from conducting data-based investigations into criminology, public sa…
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Mark Pulliam: Lawyer, Writer, and Activist
1:03:20
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1:03:20Please welcome Mark Pulliam, an award-winning lawyer, writer, and activist living in East Tennessee. His work has appeared in The Wall Street Journal, the L.A. Times, the Federalist, and many other publications. He writes regularly at Misrule of Law and is also a contributing editor at Law and Liberty. As a "political refugee" from blue Austin, TX,…
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