by Matt Sonnen | Mar 9, 2021 | COO Best Practices
RIAs can benefit by increasing the talent pool beyond the geographic limitations of the firm’s physical office, but methodical planning and proper diligence are required to ensure success. With the calendar rolling into March, many RIAs are marking a full year...
by Matt Sonnen | Feb 23, 2021 | Business Development
Someone recently crinkled their nose at me and asked, “You’re an operations and technology/business consulting firm – why do you waste so much time on content marketing?” It’s a fair question, and one I was proud to answer. We do spend a lot of time writing...
by Matt Sonnen | Feb 9, 2021 | COO Best Practices, Operations and Technology
A COO’s role differs with each firm. That makes evaluating their performance all the more complex. During my recent interview with Lisa Cook of Pacific Portfolio Consulting and Erica Farber of Balentine for our latest COO Roundtable podcast, I relayed...
by Matt Sonnen | Jan 27, 2021 | COO Best Practices
I recently joined Rich DeSalvo of F3 Logic and Barrett Ayers of Adhesion Wealth for Adhesion’s monthly podcast, “Power Your Advice.” The topic of conversation was the benefits of outsourcing, and how RIAs can best utilize their relationship with outside business...
by Matt Sonnen | Jan 11, 2021 | COO Best Practices, M&A, Operations and Technology
These are the ways buyers and sellers commonly fall short when combining firms. 2020 was another banner year for M&A activity in the RIA industry, and while deal makers continue to build on the momentum to execute new transactions, we continue to see buyers make...
