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 billion of client assets. Matt, Adrian, and Kailee discuss what it means to be an RIA Operations professional, the core focus on People, Process, and Technology, as well as:
- How to best promote a “Culture of Operations” at your RIA
- Tips for getting “buy in” from team members for the adoption of new technology tools
- The “Goldilocks” scenario of trying to hire new employees at “just the right time”
- Different approaches to building your firm’s technology roadmap
- Why everything seems to come back to Process
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