by Matt Sonnen | May 27, 2026 | Operations and Technology
Most RIAs realize that competition in the advisory business has intensified. Industry-wide organic growth was less than 2% in 2025, and firms everywhere are searching for a formula to attract new clients, whether through COIs, client referrals or good old-fashioned...
by Matt Sonnen | Apr 8, 2026 | COO Best Practices
I had the privilege of speaking with Karen DeMasters of Financial Advisor Magazine about the complicated role of the RIA COO. In speaking with many COOs, she concluded, “It can be an overlooked position when it comes to discovering why a financial firm is...
by Matt Sonnen | Apr 7, 2026 | Operations and Technology
In 2005, P90X exploded onto the scene with its now-iconic late-night infomercials, showing how everyday people could achieve ripped abs and total body transformation in just 90 days, all without setting foot in a gym. Led by the charismatic and energetic Tony Horton,...
by Matt Sonnen | Mar 12, 2026 | Operations and Technology
Across the RIA landscape, the promise of new technology is both a blessing and a curse. The modern advisory firm faces a dazzling array of software solutions, each pitched as the missing link to efficiency, scale and client satisfaction. But as many growing RIAs have...
by Matt Sonnen | Feb 12, 2026 | Business Development
In the RIA space, a longstanding tension has existed between sales staff and operations staff. Traditionally, sales teams have been seen as the primary drivers of revenue, the rainmakers whose efforts bring in new clients and assets. Operations, on the other hand, has...
