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Do you want to make a change in your life, but don’t know where to start? If you’re curious about what goes into building well-designed products and inspired by living a well-designed life, product designers and former Googlers Hannah Chen and Lia Fetterhoff share their insights for both! In this ten episode series on Life Experience Design, we move through the four phases: Discover, Define, Design, and Deliver. Join our newsletter on lifeexperience.design and follow us on Instagram (@lifeex ...
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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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The Brand Builder Show

Brand Builder University

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Welcome to The Brand Builder Show, an Amazon FBA podcast with a difference. We discuss the latest and greatest strategies for growing eCommerce brands on Amazon, Shopify and beyond. Learn how to launch products, scale operations, and position for exit.
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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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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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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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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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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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We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …
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Polling your target market for their input on your product and brand development can help save thousands in wasted costs and fast-track your eCommerce growth. In this episode, PickFu founder Justin Chen walks us through this key strategy to help you gain crucial insight into your target market’s buying behaviors. Try PickFu: https://www.brandbuilde…
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Driving external traffic to your Amazon product listings can be a big boost to rankings and sales. One of the best ways to drive that traffic is by partnering with influencers and content creators. However, the tech to support this marketing channel on Amazon has been seriously lagging… until now. In this episode, we’re joined by Rob Schab from Lev…
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Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She als…
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Building a successful ecommerce brand should never be about winning on one channel, but instead being everywhere your customers are. In this episode of the Brand Builder Show, learn how to take your Amazon business omnichannel with ecommerce growth expert Andrew Maffetone. Subscribe to Andrew’s podcast: https://ecommshow.bluetuskr.com/ Learn more a…
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Dive into this episode of the Brand Builder Show to hear how Kelley Thornton built men’s skincare brand Tiege Hanley to 8 figures in annual revenue. Explore Tiege Hanley: https://www.tiege.com/ Connect with Kelley on LinkedIn: https://www.linkedin.com/in/kelleythornton-ceo-tiege-hanley/ Get our weekly eCom Memo: https://brandbuilderuni.com/newslett…
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With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental health. Allison Felix, a two-time guest to the podcast, is Managing Partner and Chief Operating Officer of Cassaday & Co. Erika Yelle is Chief Compliance Officer at Coldstream Wealth Management. Both gues…
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Learn how to use PixelMe to drive external traffic to Amazon with Carbon 6’s Clayton Atchison. Try PixelMe: https://brandbuilderuni.com/go/pixel-me Get our weekly eCom Memo: https://brandbuilderuni.com/newsletter Talking Points 00:00 - Introduction to Guest: Clayton Atchison 01:04 - Quick Update on Carbon6 and Clayton's Background 04:29 - Exploring…
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Learn how Taylor Sanford sold $50k in pre-orders for his backyard game brand. Use code BRANDBUILDER to save 15% at https://premierspike.com/ Follow Premier Spike on all socials @premier.spikeGet our weekly eCom Memo: https://brandbuilderuni.com/newsletter Talking Points 00:00 - Introduction to Guest: Taylor Sanford 00:43 - Taylor's Background in eC…
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Learn how Samantha Kozuch built a thriving eCommerce brand simply by solving problems for her audience. Follow Samantha: https://www.instagram.com/samanthakozuch/ Samantha’s podcast: https://podcasts.apple.com/us/podcast/money-mindset-and-manicures-with-samantha-kozuch/id1697694007 Learn more about the Maniscripting Journal: https://maniscripting.c…
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When it comes to product sourcing, there is a growing demand within the eCommerce community for alternatives to China. Thankfully, the options are growing quickly. In this episode, we’re joined by sourcing expert Yulia Blinova to discuss what those options are and how to best navigate them. Learn more about Zignify: https://zignify.net/ Get our wee…
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Social commerce is fast developing into a sales channel that cannot be ignored by eCommerce brands. With TikTok Shop in particular picking up a lot of speed, the opportunities to reach new audiences are huge. So, to talk through this key topic we invited Hannah Wu from live shopping marketplace Lollishop and Stu Conroy from eCommerce agency Highlan…
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For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and entrepreneur about the role of the COO. Cameron Herold has written a fabulous book directed at CEO’s who are contemplating hiring a COO, titled, Second in Command – Unleash the Power of Your COO. He is also…
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In today’s episode, we welcome back a veteran of the show, Ben Leonard. Ben has just launched his new book ‘Quit Stalling & Build Your Brand’, and we dove into some of the big topics included inside. It charts the journey of his first brand Beast Gear all the way through to 7 figure exit, and walks you through the process of following in his footst…
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Fiona Chan is the founder of Youthforia, a cosmetics brand that specializes in makeup that’s actually good for your skin. Youthforia has been growing like crazy since launching just a couple of years ago and even secured a Mark Cuban investment on Shark Tank recently. In this episode, we talk about: Where the idea for Youthforia came from The chall…
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If you’ve ever lost sleep over the potential of Amazon account suspension, this is the podcast episode for you. In it, we’re joined by Ann Williams from GetUnsuspended. We talked through the most common causes for Amazon seller account issues so you can steer clear of them. We also talked through what to do if your account ever actually gets suspen…
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Todd Goldstein founded Whoa Dough just a few short years ago and now sells millions of healthy snack bars per year. What started with a vision to create a healthy snack he and his kids can enjoy has turned into a fast-growing national brand. In this interview, we dove into exactly how he’s done it and talked about product development, branding, mar…
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Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered in Parsippany, New Jersey with a few offices in the New York and New Jersey area. While he has spent his entire career within the RIA space, Trevor joined Sax Wealth a few months a…
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International expansion presents a lot of opportunity for eCommerce brands to grow revenue without having to grow SKU count. But if you’re not careful it can be a costly exercise and result in missed opportunity. So in this episode of the Brand Builder Show, we talk to Jana Krekic, founder of YLT Translations. Jana and her team have helped over 300…
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In this week’s episode of the Brand Builder Show, we’re joined by Owais Amin. Owais is the founder of Upscale Valley, a successful Amazon agency working with 50+ clients. In the episode, he shares the latest strategies that are working for his top-performing clients… Including a super-smart launch strategy you’ve probably never considered! Enjoy! E…
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There are three core metrics that define success on Amazon: Impressions… Clicks… …and conversions If you can master driving all three, you can master selling on Amazon. In this week’s episode of the Brand Builder Show, we’re joined by Daniela Bolzmann from Mindful Goods. Daniela is a sharp operator who runs her own brand while also working with a n…
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As the eCommerce industry grows, so does the range of different sales channels you can explore. But our guest on this week’s podcast episode believes you shouldn’t discount more traditional channels when looking to grow your business. Maureen Mwangi is a ‘big box’ retail expert and helps her clients get stocked on some of the biggest retail chains …
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The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA Operations Strategy session earlier this year. Rachel Rant is a partner and Director of Operations at Aspen Capital Management, located in Boise, ID. Scott Swanson is a partner, Chief Operating Officer…
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Amazon advertising is an ever-evolving platform that saves its best success for those who continue to evolve their learning at the same pace. In this week’s episode of the Brand Builder Show, we’re joined by advertising expert Sammy Akthar. Sammy has run his own brands and also manages a large number of high-volume brands and as such is on the cutt…
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If you’ve ever sold products on Amazon there’s a good chance you’re owed money. Why? Because every day Amazon accidentally loses or damages products in the midst of its gigantic fulfilment operation, but doesn’t always reimburse you for them. That’s why we asked reimbursement specialist Lee Loree from Carbon6 to come on the Brand Builder Show this …
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Facebook ads have changed more than the weather in recent years, yet there are eCommerce brands that continue to drive incredible growth by mastering the platform. In this week’s episode, we’re joined by Nigel Thomas who is the CEO of Alpha Inbound, an agency working with 7 and 8-figure DTC brands. In the episode, we talked about the three key leve…
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If you’re looking for extra income streams for your business, look no further than this week’s podcast episode. We sit down with wholesale expert Isaiah Fritz who shares a new approach to popular selling method that eliminates competition and protects margin. We talked about how to find suppliers, what to look for in products, and how to set up car…
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Most Amazon sellers know all about Sponsored Products ads, and good amount about Sponsored Brands ads. But a large percentage never even touch Sponosored Display ads. There are a lot of different settings, formats and capabilities that feel a bit alien to your run-of-the-mill PPC campaign. However, herein lies the opportunity for growing brands to …
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The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee Meeks is the Chief Administrative Officer and Chief Compliance Officer at Waddell & Associates, headquartered in Memphis, TN. Cory Jackmuff, from BLB&B Advisors in Montgomeryville, PA, …
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The rise of AI has been clear for all to see, but most people still don’t know how to use it effectively to grow their business. The opportunity is huge, but the pitfalls are also equally large. So, in this week’s podcast episode, we’re joined by copywriting expert Chelsea Cohen to discuss how to effectively use AI to research, write, and grow your…
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Your product detail pages are some of the most important digital real estate in your eCommerce business. Small tweaks and conversion rate improvements can add thousands (or more) to your bottom line every year. But what are the best ways to write an optimized product listing right now, in today’s market? To talk this through in detail this week, we…
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Growing a food brand is no walk in the park, let alone growing one to $25m in sales. But that’s exactly what Will Nitze - this week’s podcast guest - has done with food brand IQBAR in just 5 short years. In this insightful episode, we talked through the entire journey, including: How he came up with the idea How he funded its growth through crowdfu…
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The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with in the past. Bryce Wisan is the Managing Director, CFO, and CCO with Sepio Capital, headquartered in Salt Lake City, UT. Angie Tower is Managing Director and COO at Prairie Capital Management, locate…
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Prime Day is an Amazon event that creates a lot of opportunity for sellers. Millions of hungry buyers flood the platform every year looking for good deals and exciting new products. But how do we make the most of this opportunity? That’s exactly what I talked through with Jake Zaratsian from Jungle Scout on this week’s podcast. We discussed the bes…
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As your eCommerce brand grows you’ll naturally look to bring on help within key areas of the business. Whether that’s marketing, accounting, or any other area, finding the right freelancers, agencies, and in-house team is a key skill to master. Knowing when to choose which option is also a vital part of the process. So in this week’s episode of the…
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Running Google Ads to Amazon products is one of the best ways to drive organic ranking on Amazon right now. But getting them set up is a new skill to learn, and running them profitably an art to master. So, in this week’s episode of the Brand Builder Show we asked Tyler Gregg from Ampd.io to join us to help break down some of the best practices. Am…
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The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approach to Operations at their firms: Julie Higgins, Chief Operating Officer at Geometric Wealth Advisors and Kevin Galvin, Executive Vice President and Senior Advisor with Hopwood Financial Services. Geome…
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If you’re selling on Amazon there’s every chance you’re using Amazon PPC to drive sales and increase organic visibility. But, according to this week’s podcast guest, most sellers are missing out on big opportunities with Sponsored Brand advertising. While Sponsored Products is the bread and butter of an Amazon PPC strategy, Sponsored Brands can add…
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Every savvy brand owner knows that email marketing is key for long-term success. We spend time, energy, and financial resources on building an email list of our target customers then creating emails we hope they’ll engage with. But, if those emails land in spam folders, it’s all a waste of time. In this week’s episode of the Brand Builder Show, we’…
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It’s not every day you get to sit down and talk with the CEO of a 9-figure eCommerce business. However, this week I did! Rupesh Sanghavi heads up ErgodE, a global eCommerce business that ships millions of orders every year and last year generated $150 million in revenue. In this insightful episode, we talked about: The operational challenges (and s…
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It’s one thing to build a brand once, but this week’s podcast guest has turned around and is doing it all over again. Ben Leonard founded Beast Gear in 2016, sold it in 2019, and now returns for his third appearance on the Brand Builder Show to talk about new brands he’s building and why he’s doing it. We discussed: Sourcing in Vietnam vs China Tru…
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One of the biggest challenges of a physical product business is just that - physical products. Sourcing, shipping, and managing inventory is a complex operation that can frustrate beginners and pros alike. But it needn’t be insurmountable challenge, and there are strategies you can use to run an efficient and profitable supply chain operation. In t…
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There are more marketing channels available to eCommerce marketers than ever before, but some core strategies continue to stand the test of time. One such strategy is Search Engine Optimization, often the non-sexy option in an industry searching for quick wins. However, for those willing to put the work in and have the patience required, the benefi…
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The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with the podcast moving forward, despite its new sponsor (and Matt’s new employer), Coldstream Wealth Management. As of May 1, 2023, Matt has taken the role of Chief Operating Officer at Coldstream, headqu…
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If you want to build a real, defensible business it’s essential you consider intellectual property (IP). IP such as trademarks, patents, and copyright help you protect your brand from ill-meaning competitors whilst at the same time increasing the value of your business. In this week’s episode of the Brand Builder Show, we’re joined by trademark exp…
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