Phillippi Podcast Interview

Understanding the many operational nuances of an advisory firm can be complicated in an ever-changing industry.  6 Meridian Chief Operating Officer, Trevor Phillippi, was asked to share his best strategies on elevating the client experience, acquiring top talent and the importance of reliable performance reporting platforms.  Solid take-aways that can be applied now to elevate an advisory business.  Hosted by Matt Sonnen of PFI Advisors. Listen here.

Trevor Phillippi, COO