Cameron HeroldFounder of the COO Alliance & Invest In Your Leaders Training

Why Andrew Gregory, COO of Freedom Street Partners, Chose COO Alliance

3 Jul 2019 · 1 min

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A short YouTube testimonial by Andrew Gregory, COO of Freedom Street Partners, describing his first-time attendance at a COO Alliance event. He highlights valuable human capital, practical takeaways including automating onboarding for financial advisors and teams, insights on acquisitions, and learning about gender intelligence to better serve female investors; he plans to attend again.

Chapters

You know, I've always believed that the best ideas are stolen. And I really came in with a mindset of robbing the bank this week and I think I know that I accomplished that. The human capital that was in this room is immensely impressive. And whether it's automating, onboarding for financial advisors, for our teams, whether it's Cameron's insight on acquisitions, which is a big part of our business model and what we're trying to do to execute on, or gender intelligence and really understanding female investors to a better capacity so that we can lever that and take really good care of those ladies so that we can make those multi generational relationships that will last a lifetime. So awesome event. I'm a first time attendee, so I'll be back.