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...
by Matt Sonnen | May 11, 2021 | Business Development, COO Best Practices
Knowing the type of client you are looking to serve will allow you to design the best products and services needed by them. When an RIA owner asks us to perform an Operational Diagnostic review of their business, they typically have two burning questions: Have we...
by Matt Sonnen | Apr 13, 2021 | Operations and Technology
Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client. I had the privilege of participating in Dimensional Fund Advisor’s recent Applied Business Strategy Workshop with DFA’s Regional Director,...
by Matt Sonnen | Mar 23, 2021 | Entrepreneurship
“If you wanna live life on your own terms,You gotta be willing to crash and burn…” – “Primal Scream, ” Mötley Crüe, 1991 When most people hear the term, “entrepreneur,” the first names that come to mind are usually Jeff Bezos, Steve Jobs, or Mark Zuckerberg. ...
by Matt Sonnen | Mar 16, 2021 | COO Best Practices, Operations and Technology
One of the most popular articles we’ve ever written was titled ‘Integratable’ Does Not Mean ‘Integrated,’ But There’s Hope. The reason it resonated with so many readers is because advisors are often sold on the exciting dream that once they launch their RIA, all of...
