EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth

The COO Roundtable

The COO Roundtable Episode 47

By PFI Advisors

For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial, and Chris Pelch, Chief Operating Office of Vance Wealth. FirstWave Financial began as a CPA firm in 1995 with a strong family foundation aimed to help its clients “deal with the complexity that wealth brings.” They are located in Satellite Beach, Florida, and currently have $400M in AUM and a team of 12 employees. Vance Wealth was founded in 2003 and helps its clients tackle important questions they face when looking to retire. They have two offices in California, $450M in AUM, and a team of 18 employees. During their discussion with Matt, Julie and Chris tackle both the Human Resources and Operations component of their roles and much more including:

• The different strategies each firm has used to successfully onboard new employees
• How each guest handles ongoing new-employee engagement and career development
• The steps each guest takes when evaluating different vendors
• Time management tips and tricks
• Their top initiatives for 2023

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