by Matt Sonnen | Jun 15, 2016 | Operations and Technology
When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo...
by Matt Sonnen | May 24, 2016 | Business Development
Envestnet was kind enough to invite me to participate in a panel discussion last week at their Advisor Summit in Chicago. The topic was “Growing Your Firm’s Top Line Through The Headwinds.” I arrived to the session with prepared remarks in line with our M&A...
