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...
by Matt Sonnen | May 12, 2025 | COO Best Practices, Entrepreneurship
The origin story of many RIAs is quite similar: a group of advisors unites with the sentiment, “We no longer need this large bureaucratic organization behind us, let’s go into business for ourselves!” They invite their support staff to take a leap of faith and join...
by Matt Sonnen | Apr 4, 2025 | COO Best Practices, Operations and Technology
If you’ve spent any time reading industry headlines lately, you undoubtedly have come across titles like, “AI: Embracing the New Frontier in Your Practice,” and “AI in Wealth Management Accelerates.” And if you have recently attended any industry conferences, you...
