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Join "Unconventional Agents", the podcast for real estate agents and mortgage professionals who know that there's more to their career than just the status quo. Our community of agents is here to help you succeed with practical tips and inspiring stories from industry experts. Don't settle for bland routines - learn how to stand out and create the financially free life you dreamed of. Let's break away from the usual and revolutionize the way we approach our profession.
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The COO Roundtable

Coldstream Wealth Managment

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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Barefaced Stories is a platform for those who surrender to the chaos of being human. Raw, honest, self-aware – our storytellers wear their bloody beating hearts on their sleeves and are some of the bravest folk you’ll see. Stories are told live onstage, without notes in Australia.
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John Swantek hangs with 2023 3M Open winner Lee Hodges on his experience as a PGA TOUR winner and the pressure to live up to expectations. The Athens, Alabama resident also talks about his college career at the University of Alabama and the recruiting process, as well as his time on the Korn Ferry Tour and PGA TOUR Canada. Plus, Golfbet Insider Rob…
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Ryan Ballengee joins John Swantek to discuss Xander Schauffele's second major championship victory of 2024. The dominance of American players in major championships continues, with four Americans winning the four majors this year. The debate for Player of the Year is heating up between Schauffele and Scottie Scheffler. The focus now shifts to the O…
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John Swantek hangs with PGATOUR.COM's Cameron Morfit to discuss The Open Championship at Royal Troon, including topics such as the always unpredictable weather, past winners at the course, players to watch, and their chances of success. Also, Golfbet Insider Rob Bolton gives his insight on the best bets for the season's final major championship.…
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Kevin Kisner talks about being named captain's assistant for the 2024 Presidents Cup, his part-time broadcasting gig and Keegan Bradley being named the 2025 Ryder Cup Captain. Plus, Golfbet Insider Rob Bolton provides all the intel for gamers for this week's events, the Genesis Scottish Open and the ISCO Championship.…
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For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…
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Jake Knapp talks about his experience since winning and the changes in his life. He also discusses his club head speed and how he generates power effortlessly, his passion for team sports, how golf allows him to experience the pressure and responsibility of being the clutch performer, and his excitement for the rebranding of the Anaheim Ducks, and …
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John Swantek and Adam Schupak discuss the balance between the top players and the rest of the field, and the challenges to qualify for Signature Events. They also discuss the recent victory of Cam Davis at the Rocket Mortgage Classic and his journey to success, including the importance of mental preparation. They also discuss the U.S. Senior Open, …
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PGA TOUR rookie Neal Shipley joins John Swantek to discuss his decision to turn pro and his low amateur honors at The Masters and the U.S. Open. Plus, John welcomes Golfbet Insider Rob Bolton to discuss his picks for the Rocket Mortgage Classic.
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PGA TOUR University Class of 2024 "Valedictorian" Michael Thorbjornsen joins PGATOUR.COM's Sean Martin to discuss his stellar career at Stanford University and his excitement to play as a TOUR member for the first time. Plus, John Swantek welcomes Golfbet Insider Rob Bolton to discuss his picks for the Travelers Championship.…
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PGATOUR.COM's Sean Martin welcomes newly-inducted World Golf Hall of Fame member Padraig Harrington to discuss his stellar career including PGA TOUR Player of the Year honors in 2008 and three major championships. Plus, PGATOUR.COM's Paul Hodowanic and Golfbet Insider Rob Bolton discuss Scottie Scheffler as the clear favorite to win the U.S. Open a…
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John Swantek hangs with Bob Harig to discuss Scottie Scheffler's win at the Memorial Tournament presented by Workday and how it historically puts the World Number One in elite company. The quality of his victories, including THE PLAYERS, three Signature Events, and a major championship, showcases his ability to handle tough courses and beat the bes…
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Ben Griffin shares his journey from the RBC Canadian Open to the Memorial Tournament presented by Workday, highlighting his whirlwind experience and the challenges of competing in back-to-back events. He reflects on his performance, the atmosphere at the RBC Canadian Open, and the mental and physical demands of being in contention. Plus, Golfbet In…
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We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…
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John Swantek hangs with Steve Sands to discuss the experience of golf fans in Canada, the victory of Robert MacIntyre, the challenges of professional golf, the US Women's Open, the upcoming Memorial Tournament presented by Workday, and the prospects of Steve's beloved Washington Commanders in the 2024 NFL season.…
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Mike Weir joins John Swantek to discuss his experience at the RBC Canadian Open and his role as the International Presidents Cup team captain. He shares insights on his competitive schedule, memories of playing in the Canadian Open, his connection with Jack Nicklaus, the selection process for the team and the progress of young players. Plus, Golfbe…
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At 61 years old, Tracy Phillips qualified for his first PGA Championship after finishing in the Top 20 at the 2024 PGA Professional Championship. After struggling with his game and taking a 20-year break from competitive golf, Tracy found success and enjoyment in the sport again and credits his strong driving and ability to manage the course for hi…
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John Swantek hangs with Sean Martin to unpack dominant winning performances by Rory McIlroy at the Wells Fargo Championship and Chris Gotterup at the Myrtle Beach Classic. Plus, a peek ahead to this week’s PGA Championship at Valhalla, the site of the Northern Irishman's last major victory in 2014.
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Zach Johnson, Ryan Palmer and Charley Hoffman discuss their golf careers and what it means to have over 500 PGA TOUR starts. The three reminisce about their first starts, first win and what it’s like to compete with today’s generation of players. Plus, Golfbet Insider Rob Bolton gives his picks for the Wells Fargo Championship and the Myrtle Beach …
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In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…
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John Swantek hangs with three-time PGA TOUR winner John Rollins to discuss a thrilling THE CJ CUP Byron Nelson 2024 with Canada's Taylor Pendrith emerging as a first-time winner on TOUR. The conversation includes Pendrith's position in the FedExCup race, the importance of the mental game, as well as how several Canadians are trending well to play f…
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With 100 days until the start of the Olympic golf competition at the Paris games, Anthony Scanlon, the executive director of the International Golf Federation, discusses the preparations and expectations for the event. Rob Bolton discusses the unique format of this week's event and highlights the importance of partnerships and experience in this fo…
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John Swantek hangs with Kyle Porter to discuss Scottie Scheffler's victory at the RBC Heritage, his fourth win in his last five events. They also pay tribute to Nelly Korda’s major victory marking five in a row on the LPGA Tour, and Billy Horschel winning at the Corales Puntacana Championship.
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John Swantek hangs with Ryan Ballengee to discuss Scottie Scheffler's impressive win at the Masters, his ability to perform well without his A game, and the comparisons to Tiger Woods. Other topics include the importance of Scottie's caddie, Ted Scott, the Butler Cabin ceremony, Ludvig Åberg, Max Homa, Collin Morikawa, Xander Schauffele, Viktor Hov…
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PGATOUR.COM editorial team members Paul Hodowanic and Sean Martin discuss Tiger Woods' chances of winning, the course conditions and weather, and their picks for the tournament. Golfbet Insider Rob Bolton discusses betting strategies for Tiger Woods, the impact of weather on the tournament, and the prospects of players like Scottie Scheffler, Wyndh…
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Jessica Brooke steps into the world of bodybuilding at 19, trading her sneakers for heels and embarking on a journey of discipline, strength, and self-discovery. A story of transformation—where intense workouts sculpt her body but also test her limits, pushing her to the brink. Recorded live at Barefaced Stories at Fremantle Arts Centre, the theme …
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Nicolai Højgaard discusses his experience on the PGA TOUR and his goals for the season, including the technical aspects of his game, and the importance of having a strong support team. The Danish star also shares his plans for balancing his schedule between the PGA TOUR and the DP World Tour. Golfbet Insider Rob Bolton discusses a stacked field wit…
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In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…
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Cody Cameron-Brown, works at Luna Cinema and has crafted thousands of Perth’s finest choc bombs. One day, out of nowhere, Guns 'n Roses strolls in. More than a surprise — it's a dive into the past. Cody lands face to face with his younger self, the music that defined him and one of the greatest guitarists of all time. Recorded live at Barefaced Sto…
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John Swantek hangs with former PGA TOUR caddie of over 20 years John Wood to unpack the Texas Children’s Houston Open, captured by Stephan Jaeger for his first PGA TOUR victory. The two also discuss the strong relationship between Scottie Scheffler and Ted Scott, as well as a peek ahead to next week’s event in Augusta, Georgia and the likely return…
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PGA TOUR rookie Chandler Phillips discusses the importance of family, particularly his brother who has autism. The Texas A&M product discusses the thrill of being in contention at the Valspar Championship and the challenge of competing against Scottie Scheffler since his junior days. Plus, Golfbet Insider Rob Bolton discusses the favorite Scottie S…
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Steve Rodgers is the the kind of guy you root for: earnest, eager, and with a cheeky genuine grin. He lands a role alongside Hugo Weaving - yes, the Hugo Weaving. And in an open rehearsal for the media the cast begin doing trust falls. You know, that exercise where your partner catches you? Steve's paired up with Hugo, and let's just say things don…
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Nick Gabrelcik, University of North Florida golfer, discusses his familiarity with the Copperhead Course, the benefits of his previous start there last year, the confidence he gains from competing against his peers, and describes his unique swing style. Rob Bolton discusses the upcoming Valspar Championship and provides insights into the players' m…
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We pay tribute to a true trailblazer, Georgina Beyer, whose legacy stretches far beyond the beautiful mountains of New Zealand. 🇳🇿 Georgina Beyer, a figure of courage and resilience, made history as the world's first openly transgender mayor. Her journey was not without its hard yakka, but her spirit, undeterred, blazed a path for sex workers, LGBT…
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John Swantek hangs with six-time PGA TOUR winner Gary Koch to unpack another memorable week at THE PLAYERS Championship, including his relationship with the iconic 17th hole at THE PLAYERS Stadium Course at TPC Sawgrass, a heart-breaking runner-up performance from Wyndham Clark and punctuated by Scottie Scheffler’s history-making performance.…
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John Swantek hangs with Tim Clark, winner of THE PLAYERS Championship in 2010, as he shares his memories of the pressure he felt during the final holes. He also discusses his early years in South Africa, his golfing idols, and his participation in the Presidents Cup. Also, Golfbet Insider Rob Bolton analyzes the field in Ponte Vedra Beach, FL.…
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John Swantek hangs with Curt Byrum to unpack world #1 Scottie Scheffler’s dominant win at the Arnold Palmer Invitational presented by Mastercard, including analysis of his incredible putting performance and his usual ball-striking dominance. The two also discuss the shape of Rory McIlroy's game and give a preview of the 50th THE PLAYERS Championshi…
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Ben Sutton's leap into the role of Fintan Goolan wasn't just an acting gig—it brought him face-to-face with a horse named Warrior. Recorded live at Barefaced Stories, the theme of the night was A Spot of Bother. NEXT SHOW: Celebrity & Stardom, 28 Mar BOOK HERE Barefaced Stories are told live onstage in Western Australia, and is Australia’s leading …
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John Swantek hangs with PGA TOUR Winner, PGA TOUR LIVE on-course reporter, and Bay Hill Club & Lodge resident Robert Damron who discusses growing up with Arnold Palmer and how the legend's life greatly affected his own. Also, Golfbet Insider Rob Bolton analyzes the field in Orlando, FL.
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We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…
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John Swantek hangs with Steve Sands to unpack the start of the Florida swing, discuss this week's latest Signature Event on the PGA TOUR in the Arnold Palmer Invitational presented by Mastercard, a look ahead to THE PLAYERS Championship, and the future of Tiger Woods.
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Our skin is the largest organ of our bodies. And, as Alexandra Geneve reflects, it is also the largest witness to the lives we lead. This story was told at Barefaced Stories in Perth, the theme of the night was TURNING POINTS, November 26, 2020. NEXT SHOW: Celebrity & Stardom, 28 Mar BOOK HERE Barefaced Stories are told live onstage in Western Aust…
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