Susan Dickson's guest appearances

Susan Dickson

The COO Roundtable

Ola's Therapy

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

We all get anxious and most times we let it get to us (is this normal??). Rejections from people are definitely not the things we want to get from people 💔💔

Handling Anxiety and Rejection With Susan Dickson

Suzanne Williamson

In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean.  Susan is the Chief Operating Officer of the firm, and Suzanne is the Director of Client Services.  Private Ocean, headquartered in San Rafael, CA, manages over $2 billion in client assets with 51 employees and has additional offices in San Francisco and Seattle.  With the goal of highlighting that people come before technology in the COO role, Matt, Susan, and Suzanne sat down to discuss the importance of culture, how that culture can successfully translate to M&amp;A acquisitions, and much more, including:  The history and tremendous growth Private Ocean has experienced since its founding in 1983 Susan and Suzanne’s respective backgrounds and how they both have impacted and managed Private Ocean’s growth The pros and cons Susan faced coming from outside the industry as COO Suzanne’s unique role as Director of Client Services and how she acts as the liaison between various departments throughout the organization The importance of culture at Private Ocean and the post-hire personality test they have instituted to help ensure their culture remains intact as they add more employees How Susan, as COO, is involved in M&amp;A transactions from the very beginning of negotiations Suzanne’s role in integrating their acquisitions’ various client service models under one roof  We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here. To purchase Greg Friedman’s (Private Ocean Founder &amp; CEO) book, “The Financial Advisor M&amp;A Guidebook,” click here.

In the ninth episode of <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">The COO Roundtable</a>, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean.  Susan is the Chief Operating Officer of the firm, and Suzanne is the Director of Client Services.  Private Ocean, headquartered in San Rafael, CA, manages over $2 billion in client assets with 51 employees and has additional offices in San Francisco and Seattle.  With the goal of highlighting that people come before technology in the COO role, Matt, Susan, and Suzanne sat down to discuss the importance of culture, how that culture can successfully translate to M&amp;A acquisitions, and much more, including: <ul> <li>The history and tremendous growth Private Ocean has experienced since its founding in 1983</li> <li>Susan and Suzanne’s respective backgrounds and how they both have impacted and managed Private Ocean’s growth</li> <li>The pros and cons Susan faced coming from outside the industry as COO</li> <li>Suzanne’s unique role as Director of Client Services and how she acts as the liaison between various departments throughout the organization</li> <li>The importance of culture at Private Ocean and the post-hire personality test they have instituted to help ensure their culture remains intact as they add more employees</li> <li>How Susan, as COO, is involved in M&amp;A transactions from the very beginning of negotiations</li> <li>Suzanne’s role in integrating their acquisitions’ various client service models under one roof</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">subscribe</a>! To subscribe to the podcast on iTunes, <a href="https://itunes.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="noopener noreferrer nofollow" target="_blank">click here</a> or to subscribe on Google Play, <a href="https://play.google.com/music/listen?u=0#/ps/Iu67zb3di5inzuczjoudqvgi76a" rel="noopener noreferrer nofollow" target="_blank">click here</a>. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, <a href="https://pfiadvisors.com/subscribe/" rel="noopener noreferrer nofollow" target="_blank">click here</a>. To purchase Greg Friedman’s (Private Ocean Founder &amp; CEO) book, “The Financial Advisor M&amp;A Guidebook,” <a href="https://www.amazon.com/Financial-Advisor-Guidebook-Technology-Integration/dp/3030000028/ref=sr_1_fkmrnull_1?hvadid=323708355534&amp;hvdev=c&amp;hvlocphy=9031026&amp;hvnetw=g&amp;hvpos=1t1&amp;hvqmt=b&amp;hvrand=3832196260411506124&amp;hvtargid=aud-647006051489%3Akwd-646054487278&amp;keywords=the+financial+advisor+m%26a+guidebook&amp;qid=1551483423&amp;s=gateway&amp;sr=8-1-fkmrnull&amp;tag=googhydr-20" rel="noopener noreferrer nofollow" target="_blank">click here</a>.

EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean