by Matt Sonnen | Dec 10, 2025 | COO Best Practices, M&A
Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ever-elusive post-merger integration process. As I have...
by Matt Sonnen | Nov 12, 2025 | Entrepreneurship
Career advice often revolves around three big ideas: define your values, follow your passion and find your purpose. But as Irina Cozma writes in the Harvard Business Review, “We all know following this advice isn’t as easy as it sounds.” The interplay among...
by Matt Sonnen | Oct 9, 2025 | Operations and Technology
If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” Yet, even years after the topic of integration first gained...
by Matt Sonnen | Oct 9, 2025 | COO Best Practices
I had the opportunity to join Rusty Sommer on In The Money, sponsored by Flyer Financial Technologies. We dove into how strong operations aren’t just behind-the-scenes work—they’re the engine that drives growth and profitability for wealth management firms. It was a...
by Matt Sonnen | Sep 29, 2025 | COO Best Practices, Entrepreneurship
Matt had a great conversation with Kelly Waltrich, Founder and CEO of Intention.ly. Here’s a quick glance at all the topics covered during this podcast appearance:00:00 – The COO’s role in driving communication and alignment02:15 – Why profitability matters more...
