by Matt Sonnen | Feb 16, 2024 | Operations and Technology
The goal of every RIA operations professional is to add efficiency and scalability to their organization. Said differently, we want to find a way to serve more and more clients without our level of service dropping. The 201st largest client of the firm should feel...
by Matt Sonnen | Jan 25, 2024 | COO Best Practices
Earlier this month, we released our 5-year anniversary episode of the COO Roundtable Podcast. Feeling somewhat sentimental during the recording, I read a few sentences from our introductory episode, released back in December 2018: With the goal of shedding...
by Matt Sonnen | Aug 8, 2023 | COO Best Practices, Operations and Technology
Many RIAs look to tackle operational projects during the summer months, when inbound client requests inevitably slow down due to travel plans and family vacations. With one more month left in the summer season, now is the perfect time to audit your firm’s...
by Matt Sonnen | Jul 18, 2023 | Business Development
Most sales and marketing experts will say the secret to organic growth for a service business is having a clear understanding of who your ideal client is and what unique services you can offer to that narrow client niche. When you search Michael Kitces’ blog for the...
by Matt Sonnen | Jun 7, 2023 | Business Development
One common topic of discussion at financial advisor conferences is fee compression vs. margin compression. Several years ago, the industry press was predicting that robo advisors and the proliferation of ETFs in client portfolios would cause RIA management fees to...
