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With the goal of providing coaching, community, and a rigorous and well-rounded training program for operations professionals, the COO SOCIETY has built the industry’s first and only RIA-specific online coaching platform for operations professionals seeking to effectively navigate growth at their RIA, as well as collaboration with others navigating the industry.

    Click here to let us know you’d like to Become a member

    Digital Consulting Platform

    The COO Society is centered around three Learning Paths which we view as the core responsibilities of an RIA COO: Technology, Human Resources, and Business Administration. Each path houses course content exploring critical topics, such as:

      Overview of the
      RIA Tech Stack

      Org Structure – Should You Centralize Your Back Office?

      The Overlap Between Compliance and Operations

      The Increasing Importance
      of the Client Portal

      Internal Succession

      Creating an Impactful First Impression (Onboarding)

      How to Leverage Your Custodian for Growth

      Job Descriptions and How to Attract Talent to Your RIA

      KPIs to Gauge the
      Health of Your RIA

      PEO Providers and Employee Benefit Expectations

      How to Get the Most From Your Career in Operations

      Trading and Rebalancing Strategies for Business Scale

      How to Best Utilize Your Reporting Provider

      How to Conduct a Client Segmentation Exercise

      M&A – How to Attract Advisors to Your Firm

      How to Best Leverage
      Your CRM

      Financial Planning Tools
      and Processes

      These courses serve as valuable training for operations professionals at any level, from new client service associates to veteran COOs. By breaking down the Learning Paths into several courses, members have no trouble absorbing as little or as much content as they want during their busy day. Not only are these courses designed for the flexible learning needs of working operations professionals, but they are also ready for immediate implementation at the firm level.

      In addition to these core learning paths, the community platform features:

      Outside Interviews

      Hear from vendors, consultants, and leaders of influence. Both timely and insightful, these guests offer outside perspectives on course content and provide real-world examples of the topics covered in our lesson plans.

      Monthly Member Meetup

      As an exclusive benefit to members, Founder Matt Sonnen hosts a monthly video conference, inviting all members to pose questions and discuss course topics, current challenges, and anything RIA industry related.

      Operations Job Board

      Members can post openings for administrative and senior-level positions.  Our community is well-connected in the operations spave and our Job Board is a great place to start looking for the best talent

      In addition to all of this, our robust Discussion Forum enables members to share their thoughts and questions at any time, and we post newly-published industry articles and other helpful resources for members to access, as a way of keeping the course content “fresh.”

      Ready to get started? We invite you to watch the promotional video below then reach out to us via the links at the bottom of the page. Are you interested in purchasing several memberships or having a custom learning path created for your firm? Click on the Enterprise link below and let us know your needs. We can’t wait to hear from you!

      Learn more about this innovative consulting platform →