by Matt Sonnen | Jan 14, 2025 | COO Best Practices
The booming RIA industry is tied closely to its embrace of fiduciary duty, which mandates that advisors act in the best interest of their clients. The regulatory framework of trust and accountability distinguishes RIAs from brokers, and every year the RIA...
by Matt Sonnen | Dec 17, 2024 | Entrepreneurship
Christmas came early this year for Van Halen fans across the globe with the release of Alex Van Halen’s memoir, Brothers, in October. The book chronicles his family’s immigration from the Netherlands to the United States when he was just 8 years old...
by Matt Sonnen | Nov 14, 2024 | Business Development
During my eight years running a consulting firm, I discovered that content marketing was my most effective business development tool. As a business owner trying to gain awareness of our brand and services in a competitive marketplace, I faced a significant challenge:...
by Matt Sonnen | Oct 8, 2024 | COO Best Practices
It is often the COO who will be leading their firm through the implementation of a new process or adoption of a new technology tool, therefore, a common question I pose to guests on the COO Roundtable podcast is, “How do you successfully affect change at your...
by Matt Sonnen | Sep 13, 2024 | COO Best Practices, Entrepreneurship
In talking with RIA owners and particularly RIA operations professionals, the topic of fees often comes up. “What is your standard fee rate? Have you had to lower your fees over time?” are common questions posed from one RIA to another. The value clients place on...
