by Matt Sonnen | Jul 6, 2020 | Operations and Technology
The RIA industry has always done a good job detailing the career path for those aspiring to become financial advisors and ultimately owners in their business. In fact, the Center of Financial Planning put out a fantastic report last year titled “Financial...
by Matt Sonnen | Jun 16, 2020 | COO Best Practices, Operations and Technology
While some RIAs were caught flat-footed when widespread stay-at-home orders were instituted across the country in March, most have reported a “better than expected” experience as clients have continued to be serviced in a high-quality fashion. With most...
by Matt Sonnen | Jun 4, 2020 | Operations and Technology, White Papers
When wirehouse or IBD advisors look to launch their own firm, the main question on their minds is, “How will I recreate the products and services I’ve always offered my clients throughout my career, as an employee of my current firm?” As they start to think...
by Matt Sonnen | May 12, 2020 | COO Best Practices, Entrepreneurship
I was 9 years old when Van Halen’s masterpiece album “1984” was released. That album had the same effect on me as it did many people my age – it changed my life. So much so that 36 years later, I still find myself approaching many situations by asking, “What would...
by Matt Sonnen | Apr 30, 2020 | Entrepreneurship
Over the past 4 ½ years many people have said to me “You work with your spouse?!? I could never do that!” And my humorous reply has always been, “What makes it work is that Reese works from home, and I go to the office every day!” But all of that obviously changed...
