by Matt Sonnen | Oct 11, 2022 | Business Development
The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?” The calendar has officially rolled into the fourth quarter of 2022, which means many RIAs will be conducting strategic planning sessions in the coming weeks...
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 | May 11, 2021 | Business Development, COO Best Practices
Knowing the type of client you are looking to serve will allow you to design the best products and services needed by them. When an RIA owner asks us to perform an Operational Diagnostic review of their business, they typically have two burning questions: Have we...
by Matt Sonnen | Feb 23, 2021 | Business Development
Someone recently crinkled their nose at me and asked, “You’re an operations and technology/business consulting firm – why do you waste so much time on content marketing?” It’s a fair question, and one I was proud to answer. We do spend a lot of time writing...
by Matt Sonnen | Dec 2, 2020 | Business Development, COO Best Practices, Operations and Technology
Regardless of what the pandemic will bring, or not bring, in 2021, the wealth management industry has been changed forever. Everyone is excited to turn the page on 2020. With several recent headlines surrounding the success of multiple COVID-19 vaccines, the...
by Matt Sonnen | Oct 13, 2020 | Business Development, COO Best Practices, Operations and Technology
Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack. We are often contacted by breakaway advisors looking to establish their firms, or by existing RIAs simply looking to...
