by Matt Sonnen | Aug 16, 2022 | Entrepreneurship
I recently completed my third viewing of the 10-part documentary series, “The Last Dance,” detailing the Chicago Bulls’ 1998 championship season, and highlighting Michael Jordan’s entire career. I have never considered myself a Michael Jordan fan, per se, but...
by Matt Sonnen | Aug 9, 2022 | Operations and Technology
At RIAs, they’re an indispensable way to find out more about potential hires than what’s just on a resume. While scrolling through LinkedIn recently, I came across a headline, “Recruiter shreds cover letters.” When I clicked on the headline, I found this post by...
by Matt Sonnen | Jul 19, 2022 | COO Best Practices
This month marks my 25th anniversary in the wealth management industry. I started down this career path with Merrill Lynch in July of 1997 as a Wire Operator (you’ll have to look that job up – it no longer exists!). In 2008, I helped launch Luminous Capital, and when...
by Matt Sonnen | Jul 12, 2022 | COO Best Practices, Operations and Technology
It goes well beyond being able to reboot the router. Regular listeners to our COO Roundtable podcast have heard me make the claim many times that the average RIA owner drastically discounts the value of a chief operating officer because, in their minds, the...
by Matt Sonnen | Jun 27, 2022 | White Papers
Advisory firms’ challenges when it comes to alts range from getting access to investments, meeting minimums, figuring out how to subscribe and the headache of performance reporting. Ask any two firms how they go about investing in and reporting on their...
