by Matt Sonnen | Nov 11, 2026 | Entrepreneurship
I recently reconnected with an RIA owner I had met back in 2022. At the time, his firm had grown to 11 employees serving nearly $800 million in assets under management. The firm was built from scratch over two decades, with a loyal client base that had followed him...
by Matt Sonnen | Jul 16, 2026 | COO Best Practices, Entrepreneurship
On Episode 87 of the COO Roundtable podcast, I sat down with Vince Nauheimer of OnePoint BFG Wealth Partners and Grace Balestrieri of Brighton Jones, two operators who have led their firms through tremendous growth, and asked them a question I felt they were...
by Matt Sonnen | Nov 12, 2025 | Entrepreneurship
Career advice often revolves around three big ideas: define your values, follow your passion and find your purpose. But as Irina Cozma writes in the Harvard Business Review, “We all know following this advice isn’t as easy as it sounds.” The interplay among...
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 | Sep 8, 2025 | Business Development, Entrepreneurship
I recently received a text message from a number I didn’t recognize: Hi! This is _______, reaching out to share my High School Football 2025 Fundraiser. Your support would mean so much to me. Please consider donating and sharing this link. ...
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...
