Listen to the latest In the Money podcast episodes as guest experts explore the biggest challenges and opportunities in the WealthTech game.
Hosted by FlyerFT’s own, Rusty Sommer CAIA, CTFA, Managing Director – Strategic Partnerships
10.9.25
Operational Leadership: Turning Practices into Enterprises (Ep. 31)
In this episode, Rusty Sommer speaks with Matt Sonnen, Chief Operating Officer of Coldstream and host of the COO Roundtable podcast, about the pivotal role of operations in wealth management firms.
Latest from Flyer
Aug 28, 2025
Elevating Advisor and Client Experiences Through Wealth Tech Innovation with Benoit Fleury (Ep. 29)
Jun 25, 2025
Balancing Operational Efficiency with a Strong Brand Story for Growth with Randy Lambert and Joe Steuter (Ep. 28)
May 13, 2025
Your Guide to Optimizing Portfolio Management with Advanced Reporting With Bill McFadden
Apr 25, 2025
The Rise of Alternative Investments: What Advisors Need to Know with Kartik Srinivasan (Ep. 24)
Oct 23, 2024
Advisor Growth Strategies: How Synergistic Partners Help You Achieve Your Goals with Joe Duran (Ep. 16)
Sep 7, 2022
Beyond Stock Picking: Market Trends & Asset Allocation Strategies With Gina Sanchez (Ep. 5)
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