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...
by Matt Sonnen | Jan 21, 2026 | Operations and Technology
As host of The COO Roundtable podcast, I’ve had the privilege to discuss operational best practices with many of the brightest minds in our industry. In Episode 80, I interviewed Linda Bready, author of The Exit Equation: M&A Strategies, Tools, and...
by Matt Sonnen | Dec 10, 2025 | COO Best Practices, M&A
Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ever-elusive post-merger integration process. As I have...
by Matt Sonnen | Nov 12, 2025 | Entrepreneurship
Career advice often revolves around three big ideas: define your values, follow your passion and find your purpose. But as Irina Cozma writes in the Harvard Business Review, “We all know following this advice isn’t as easy as it sounds.” The interplay among...
