by Matt Sonnen | Aug 17, 2021 | COO Best Practices
I was honored to participate in Addepar’s Discovery Week back in June, alongside Amy DeTolla of Focus Financial and Cameron Sheehan of Addepar. During our session, we covered many topics including trends affecting our industry and how to most easily evaluate your...
by Matt Sonnen | Jul 13, 2021 | COO Best Practices
It’s not personal, it’s strictly business. Many RIAs struggle with profitability when they attempt to “be all things to all people,” which forces them to offer a wide range of services to clients of all shapes and sizes. As we have previously written, if...
by Matt Sonnen | Jun 15, 2021 | COO Best Practices, Operations and Technology
Division of labor is wildly important if you are looking to grow and scale your business. Operationally speaking, it is the goal of every RIA to free up their advisors to focus solely on clients and prospects. Your advisors’ best use of time and energy, as well...
by Matt Sonnen | Jun 7, 2021 | White Papers
When RIAs add professional managers beyond the founding group of advisers to add professional managers, they can finally achieve the levels of growth and profitability the advisers envisioned upon launching their firm. The origin story of many RIAs is somewhat...
by Matt Sonnen | May 18, 2021 | COO Best Practices
Work-life balance is tricky for every professional, but 2020’s work from home environment and the added stresses of a global health scare made the past 14 months a truly unique time for all of us. I constantly drive myself to get more done each day, but year after...
