Jeff Conception's guest appearances

Jeff Conception

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

Nancy Andrefsky

Lou Camacho

In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion!  Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview.  Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management.  Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President.  In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including:  The Stratos Wealth Partners model and how they differentiate themselves in the marketplace Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm How Nancy balances the plethora of responsibilities that come with being COO and CFO Jeff’s take on the importance of professional management in the RIA space Nancy’s thoughts on the age-old profit vs. growth debate How Lou leverages Stratos’ technology platform in the sales process with advisors Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)  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.

In the sixth episode of <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">The COO Roundtable</a>, Matt was excited to welcome the first CEO to the Roundtable discussion!  Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview.  Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management.  Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President.  In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including: <ul> <li>The Stratos Wealth Partners model and how they differentiate themselves in the marketplace</li> <li>Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm</li> <li>How Nancy balances the plethora of responsibilities that come with being COO and CFO</li> <li>Jeff’s take on the importance of professional management in the RIA space</li> <li>Nancy’s thoughts on the age-old profit vs. growth debate</li> <li>How Lou leverages Stratos’ technology platform in the sales process with advisors</li> <li>Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)</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/blog/" rel="noopener noreferrer nofollow" target="_blank">click here</a>.

EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners