EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services

The COO Roundtable

The COO Roundtable Episode 53

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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. Geometric Wealth provides comprehensive financial planning for executives and partners in management consulting. The firm is roughly 8 years old, manages approximately $600 million of client assets, and has 21 employees, all working remotely full-time (the firm was fully remote pre-COVID). Hopwood Financial Services is headquartered in Reston, VA, was founded in 2003 by Herb Hopwood, has approximately $500 million assets under management, and has 11 employees. Matt, Julie, and Kevin discuss how they view people and process to best poise their firms for future growth and much more, including:

• Their take on the industry’s “old thinking” with respect to how Operations supports client service and ultimately, business development
• How both firms rely on the Entrepreneurial Operating System (EOS) to better align their employees with the firm’s vision and values
• Each guest’s approach to hiring and onboarding employees
• How they design their org chart to ensure the right employees are in the right seats
• Client segmentation strategies used by both guests to determine the best service offering for their clients

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You can read the full transcript here.