by Matt Sonnen | Dec 10, 2025 | COO Best Practices, M&A
Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ever-elusive post-merger integration process. As I have...
by Matt Sonnen | Oct 9, 2025 | COO Best Practices
I had the opportunity to join Rusty Sommer on In The Money, sponsored by Flyer Financial Technologies. We dove into how strong operations aren’t just behind-the-scenes work—they’re the engine that drives growth and profitability for wealth management firms. It was a...
by Matt Sonnen | Sep 29, 2025 | COO Best Practices, Entrepreneurship
Matt had a great conversation with Kelly Waltrich, Founder and CEO of Intention.ly. Here’s a quick glance at all the topics covered during this podcast appearance:00:00 – The COO’s role in driving communication and alignment02:15 – Why profitability matters more...
by Matt Sonnen | Aug 12, 2025 | COO Best Practices, Operations and Technology
As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each RIA executive faces a critical challenge: how to serve an increasing...
by Matt Sonnen | Jul 8, 2025 | COO Best Practices, Entrepreneurship
In today’s data-driven world, we have access to more business metrics than ever before. FromAUM growth to revenue per client to net promoter scores, the sheer volume of data can feel overwhelming. With such an abundance of information, many business owners fall into...
by Matt Sonnen | Jun 5, 2025 | COO Best Practices, Entrepreneurship, M&A
Change is an inevitable part of life, and while it often brings excitement and opportunity, it can also be deeply unsettling. Whether it’s starting a new job, moving to a new city, or undergoing a major organizational shift, the process of change can feel chaotic and...
