by Matt Sonnen | Mar 12, 2020 | COO Best Practices, Operations and Technology
RIA publications and the conference circuit are filled with articles and breakout sessions titled, “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry” – all discussing the on-demand culture we find ourselves now living in. As we have...
by Matt Sonnen | Feb 11, 2020 | Business Development, COO Best Practices, Operations and Technology
There is a friction that commonly exists within many organizations, and it occurs between the sales department and the back-office operations department. Both feel underappreciated by the other – Operations thinks Sales doesn’t realize that no product or service...
by Matt Sonnen | Jan 29, 2020 | COO Best Practices, Operations and Technology
I had the distinct pleasure of interviewing Mark Tibergien and Karen Novak of BNY Mellon Pershing, Advisor Solutions for Episode 12 of our podcast, The COO Roundtable. One of the main goals of the podcast is to promote the notion of professional management within the...
by Matt Sonnen | Jan 13, 2020 | COO Best Practices, M&A, Operations and Technology
In his book on negotiation, “Never Split the Difference,” former FBI hostage negotiator Chris Voss states that, “’Yes’ is nothing without ‘How.’” Voss, who made a living brokering some of the most high-stakes negotiations, where lives were literally on the line,...
by Matt Sonnen | Dec 12, 2019 | Business Development, COO Best Practices
Following the success of our COO white paper and personal enjoyment of interviewing the profiled COOs at the end of 2018, we at PFI Advisors declared 2019 to be “The Year of the COO.” We launched our COO Roundtable podcast in January and have spent the entire...
by COO Society | Nov 4, 2019 | COO Best Practices
With ten episodes now under our belt, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing your responses on them. Our interviews to date have included...
