by Matt Sonnen | Aug 15, 2019 | COO Best Practices
Most RIA owners are obsessed with growing top-line revenue at all costs, with little thought to the bottom-line profitability of each additional dollar of AUM A recent New York Times article called Uber and Lyft two of “the largest and most anticipated …...
by Anna Maria Garcia | Jul 23, 2019 | COO Best Practices, Operations and Technology
In our work with large RIAs looking to increase their scale and efficiency, we often begin with a review of their various systems, people, and processes. We walk through a comprehensive list of their executives, advisors, and employees to better understand the...
by Matt Sonnen | Jul 16, 2019 | COO Best Practices, Operations and Technology
Advisors looking to grow their business must constantly grapple with client acquisition costs. As advisors struggle to differentiate themselves and the services they offer, many have concluded that providing a higher touch to existing clients and working to gain a...
by Alex Webb | Jun 27, 2019 | COO Best Practices, M&A
Not a day goes by that the RIA press isn’t reporting on another merger or acquisition. At industry conferences, the panels discussing M&A are the most highly attended. With more and more outside capital circling, everyone wants in on the RIA M&A...
by COO Society | May 7, 2019 | COO Best Practices
We’d like thank everyone who has listened, subscribed, and given feedback on The COO Roundtable thus far. We’ve really enjoyed conducting these interviews and hearing all your reactions. Our interviews to date have included ten operations professionals at...
by Matt Sonnen | Apr 24, 2019 | COO Best Practices, M&A, Operations and Technology
PFI Advisors has written a lot around the operational side of M&A, and how important it is for firms to think through not only deal structure and valuation, but the planning process around integrating the two firms into one cohesive company once the deal...
