by Matt Sonnen | Mar 17, 2019 | COO Best Practices
We have written much about the benefits of professional management for RIAs. By bringing in professional management, the owners/advisors of the firm are availed of the day-to-day burdens of running the business, which allows them to focus 100% of their efforts on...
by Matt Sonnen | Dec 11, 2018 | Podcasts
Introduction to COO Roundtable https://coosociety.com/wp-content/uploads/2020/05/Ep-0-0-Final.mp3 I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within...
by Matt Sonnen | Sep 25, 2018 | COO Best Practices, Entrepreneurship
At the Echelon Deal and Deal Makers conference in Newport Beach earlier this month, several sessions tackled the big question: If I’m looking to sell my firm, what is more important to a buyer – my growth rate, or my bottom line profits? From a deal makers’...
by Matt Sonnen | May 11, 2018 | COO Best Practices, M&A
With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in...
by Matt Sonnen | Mar 4, 2018 | COO Best Practices, Entrepreneurship, Operations and Technology
As a consultant to both breakaway advisors and RIAs, some may question my title to this article, and others may question my timing, as “The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently” was released over a year ago. ...
