Yonhee Gordon's guest appearances

Yonhee Gordon

Between Now and Success

The Investing City Podcast

The COO Roundtable

The Flexible Advisor

Kelli Cruz

Lauren Oschman

Shaun Kapusinski

Amanda Green

Charles Schwab

Chetan Puttagunta

Ted Seides

Dan Rasmussen

Chris Keller

Brent Beshore

Corey Hoffstein

Tobias Carlisle

Alex Rubalcava

Daniel Crosby

Tommy Griffith

OwlTail

In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG Financial Group, and Christine DeMao, Chief Operating Officer and Managing Partner of Gibson Capital.  JMG Financial Group is headquartered in Downers Grove, IL just outside of Chicago. They recently celebrated 38 years in business, have 86 employees, and currently manage $4.7B in AUM.  Celebrating 33 years in business, Gibson Capital is headquartered in Wexford, PA, currently manages $2.3B, and has 15 employees.  Together, Matt, Yonhee, and Christine have a comprehensive discussion on the many ways a COO impacts the firm, including culture, creating a consistent and outstanding client experience, and much more, as they cover:    Their firms’ respective backgrounds, including ideal clients, service offerings, and growth trajectories Their professional backgrounds, including Yonhee’s lengthy tenure at JMG and the experience Christine brings with her 15 years at Gibson Capital   How to promote RIA ownership within the firm for not just those on the advisor track, but for those in operations roles as well Which Key Performance Indicators each guest keeps their eye on Steps each firm is taking to balance in-person vs. remote work to ensure everyone is on the same page  We hope you enjoy, share, and subscribe! Read the full transcript here. You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.

In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG Financial Group, and Christine DeMao, Chief Operating Officer and Managing Partner of Gibson Capital.  JMG Financial Group is headquartered in Downers Grove, IL just outside of Chicago. They recently celebrated 38 years in business, have 86 employees, and currently manage $4.7B in AUM.  Celebrating 33 years in business, Gibson Capital is headquartered in Wexford, PA, currently manages $2.3B, and has 15 employees.  Together, Matt, Yonhee, and Christine have a comprehensive discussion on the many ways a COO impacts the firm, including culture, creating a consistent and outstanding client experience, and much more, as they cover:   <ul> <li>Their firms’ respective backgrounds, including ideal clients, service offerings, and growth trajectories</li> <li>Their professional backgrounds, including Yonhee’s lengthy tenure at JMG and the experience Christine brings with her 15 years at Gibson Capital  </li> <li>How to promote RIA ownership within the firm for not just those on the advisor track, but for those in operations roles as well</li> <li>Which Key Performance Indicators each guest keeps their eye on</li> <li>Steps each firm is taking to balance in-person vs. remote work to ensure everyone is on the same page</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="noreferrer noopener nofollow" target="_blank">subscribe</a>! Read the full transcript<a href="https://pfiadvisors.com/coo-roundtable/ep-40-transcript/" rel="nofollow" target="_blank"> here</a>. You can listen and subscribe on <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9wZmlhZHZpc29ycy5jYXN0b3MuY29tL2ZlZWQ=" rel="noreferrer noopener nofollow" target="_blank">Google Podcasts</a>, <a href="https://podcasts.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="noreferrer noopener nofollow" target="_blank">Apple Podcasts</a>, or <a href="https://open.spotify.com/show/67j0QiBVV0IxRpyPMRMqx2" rel="noreferrer noopener nofollow" target="_blank">Spotify</a>. Sign up <a href="https://pfiadvisors.com/subscribe/" rel="noreferrer noopener nofollow" target="_blank">here</a> to be notified of new practice management content added to our blog on a regular basis.

EP 40 - Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital

While firms may be successful in hiring younger employees, they often struggle to keep them. In this episode, Laura Gregg and David Partain talk about successful retention strategies with Yonhee Gordon, a Principal of JMG Financial Group and the RIA’s Chief Operating Officer and Chief Marketing Officer. They discuss how a methodical hiring process and … Continue reading Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon →

While firms may be successful in hiring younger employees, they often struggle to keep them. In this episode, Laura Gregg and David Partain talk about successful retention strategies with Yonhee Gordon, a Principal of JMG Financial Group and the RIA’s Chief Operating Officer and Chief Marketing Officer. They discuss how a methodical hiring process and … <a href="https://theflexibleadvisor.blubrry.net/2021/08/27/ep-62-developing-and-retaining-next-gen-talent-with-yonhee-gordon/" rel="nofollow" target="_blank">Continue reading Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon →</a>

Ep 62: Developing and Retaining Next Gen Talent — With Yonhee Gordon

Yonhee Gordon is the COO of JMG Financial, an RIA based out of Chicago.Thank you so much for listening, we really appreciate you.If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!You can find more information and contentby going to these places:Premium ResearchWebsite: https://www.investingcity.orgYouTube: Investing CityTwitter: investing_cityInstagram: investing_cityOr feel free to email us at service@investingcity.orgAgain, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Yonhee Gordon is the COO of JMG Financial, an RIA based out of Chicago. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: <a href="https://www.investingcity.org" rel="nofollow" target="_blank">https://www.investingcity.org</a> YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Ep. 37 - Yonhee Gordon: Shaping a Culture