by Matt Sonnen | Oct 9, 2025 | Operations and Technology
If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” Yet, even years after the topic of integration first gained...
by Matt Sonnen | Sep 29, 2025 | COO Best Practices, Entrepreneurship
Matt had a great conversation with Kelly Waltrich, Founder and CEO of Intention.ly. Here’s a quick glance at all the topics covered during this podcast appearance:00:00 – The COO’s role in driving communication and alignment02:15 – Why profitability matters more...
by Matt Sonnen | Sep 8, 2025 | Business Development, Entrepreneurship
I recently received a text message from a number I didn’t recognize: Hi! This is _______, reaching out to share my High School Football 2025 Fundraiser. Your support would mean so much to me. Please consider donating and sharing this link. ...
by Matt Sonnen | Aug 12, 2025 | COO Best Practices, Operations and Technology
As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each RIA executive faces a critical challenge: how to serve an increasing...
by Matt Sonnen | Jul 8, 2025 | COO Best Practices, Entrepreneurship
In today’s data-driven world, we have access to more business metrics than ever before. FromAUM growth to revenue per client to net promoter scores, the sheer volume of data can feel overwhelming. With such an abundance of information, many business owners fall into...
