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How Should an RIA Rate Its COO?

A COOs role differs with each firm. That makes evaluating their performance all the more complex. During my recent interview with Lisa Cook of Pacific Portfolio Consulting and Erica Farber of Balentine for our latest COO Roundtable podcast, I relayed to them a recent conversation I had with an RIA owner.  He was frustrated with his firm’s COO and was wondering what metrics he should use to evaluate the COO’s performance. I said to him, “You have a good COO if you, the owner of t...
Lisa Cook Mark Tibergien Erica Farber Service Mix Pacific Portfolio Consulting Client Mix

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