by Matt Sonnen | Mar 16, 2021 | COO Best Practices, Operations and Technology
One of the most popular articles we’ve ever written was titled ‘Integratable’ Does Not Mean ‘Integrated,’ But There’s Hope. The reason it resonated with so many readers is because advisors are often sold on the exciting dream that once they launch their RIA, all of...
by Matt Sonnen | Mar 9, 2021 | COO Best Practices
RIAs can benefit by increasing the talent pool beyond the geographic limitations of the firm’s physical office, but methodical planning and proper diligence are required to ensure success. With the calendar rolling into March, many RIAs are marking a full year...
by COO Society | Feb 16, 2021 | COO Best Practices
Matt had the opportunity to sit down with Stacey McKinnon, COO of Morton Capital, to discuss her recent paper, “5 Untold Truths of Acting in Your Client’s Best Interest.” During their conversation, they discussed the importance of professional management, their...
by Matt Sonnen | Feb 9, 2021 | COO Best Practices, Operations and Technology
A COO’s role differs with each firm. That makes evaluating their performance all the more complex. During my recent interview with Lisa Cook of Pacific Portfolio Consulting and Erica Farber of Balentine for our latest COO Roundtable podcast, I relayed...
by Matt Sonnen | Jan 27, 2021 | COO Best Practices
I recently joined Rich DeSalvo of F3 Logic and Barrett Ayers of Adhesion Wealth for Adhesion’s monthly podcast, “Power Your Advice.” The topic of conversation was the benefits of outsourcing, and how RIAs can best utilize their relationship with outside business...
by Matt Sonnen | Jan 11, 2021 | COO Best Practices, M&A, Operations and Technology
These are the ways buyers and sellers commonly fall short when combining firms. 2020 was another banner year for M&A activity in the RIA industry, and while deal makers continue to build on the momentum to execute new transactions, we continue to see buyers make...
