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...
by Matt Sonnen | Jun 13, 2022 | Operations and Technology
If you are a newly-launched RIA setting up your performance reporting tool for the very first time, or if you have acquired another firm and need to transfer and configure their data from their reporting tool into yours, we recommend this 7-point checklist. We...
by Matt Sonnen | May 26, 2022 | Business Development, Operations and Technology
Knowing exactly who are you trying to serve has benefits beyond just marketing. Speaking at an industry conference earlier this month, Mark Tibergien stated, “Firms that have a niche or technical specialty are the ones growing in our industry and driving the business...
by Matt Sonnen | Apr 27, 2022 | Operations and Technology
I am fully prepared to take some heat for this article, as there are many financial advisors who tout Calendly as the most innovative tool they’ve added to their tech stack in several years, but as a recipient of many Calendly links and inbound meeting requests, I’m...