Namastir The Podcast

Part Namaste. Part Pot-Stirrer. A podcast that celebrates the relentless pursuit of both personal & professional growth.Conversations with industry leaders who never stop focusing on growth.Namastir. Not Everyone's Path to the Top is Given.

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Namastir The Podcast

How to Integrate a 1st time COO into an RIA

October 25, 2022 • Blair Lewis / Tony Drake & Mark Flatow • Season 3 • Episode 9

Tony Drake, CEO and Founder of Drake & Associates, an RIA in the Greater Milwaukee area, discusses reaching the point of needing a COO and working to integrate them into his firm. Tony is joined by new COO, Mark Flatow.