EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine

In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific Portfolio Consulting in Seattle, WA and Erica Farber, Partner at Balentine in Atlanta, GA. Balentine’s 39 employees manage $3.5B in assets under advisement and Pacific Portfolio Consulting manages $3.8B in client assets with 17 employees.  Lisa and Erica join Matt to discuss how RIAs can leverage the role of the COO to its fullest potential, including the following topics: The history, ideal client, and service offerings of both firms Erica and Lisa’s respective backgrounds, including the support Erica received when she “raised her hand” and asked for a larger role, and Lisa’s industry experience while being caught in “merger mania” How they each impact their firm’s culture, including Lisa’s opportunities as the first COO in Pacific Portfolio Consulting, and how Balentine empowered their employees to create their present-day authentic culture The strategies they use to gain adoption and affect change in their organization How RIAs should rate the success of their COO How their firms are preparing themselves to be “M&A ready” We hope you enjoy, share, and subscribe! 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.