by Matt Sonnen | Oct 27, 2021 | Entrepreneurship
Previously on this blog, I detailed a strategy that I have implement which has resulted in a more productive and creative work week. Today, I want to share a strategy I am still struggling to implement on a regular basis – I’m hoping that by writing about...
by Matt Sonnen | Oct 19, 2021 | COO Best Practices
No matter how you view it, M&A activity in the wealth management space is at record levels. The latest Deal Book, published by Devoe & Company, concludes that “M&A activity is on pace to finish 2021 well above last year’s record volume of 159...
by Matt Sonnen | Oct 13, 2021 | Operations and Technology
Advisors are learning that their CRM doesn’t only help them keep track of clients, but of their employees, too. In a pre-COVID-19 world, due to its ability to track client relationships and touchpoints, advisors consistently ranked their CRM as the most important...
by Matt Sonnen | Sep 22, 2021 | COO Best Practices
Like many of you, I’m constantly asking myself, “How do I get more done each day?” One of the common questions I pose to our guests on The COO Roundtable podcast is “Tell me about your time management tips and tricks.” Most COOs have a seemingly endless To Do List...
by Matt Sonnen | Sep 14, 2021 | COO Best Practices
While providing feedback to employees about their job performance is valuable, it’s much more important to use this opportunity to allow employees to feel supported and heard. RIAs continue to miss a huge opportunity when it comes to their approach to employee...
