by Matt Sonnen | Sep 25, 2018 | COO Best Practices, Entrepreneurship
At the Echelon Deal and Deal Makers conference in Newport Beach earlier this month, several sessions tackled the big question: If I’m looking to sell my firm, what is more important to a buyer – my growth rate, or my bottom line profits? From a deal makers’...
by COO Society | Jul 9, 2018 | Entrepreneurship
Layla – you left us one year ago, at 3:58am on July 8th, 2017, in your mother’s arms, surrounded by your dad and big brother Luke, and more love than we ever thought possible. There was no name for your brain disorder, no prognosis, no medical protocol to follow...
by Matt Sonnen | Mar 4, 2018 | COO Best Practices, Entrepreneurship, Operations and Technology
As a consultant to both breakaway advisors and RIAs, some may question my title to this article, and others may question my timing, as “The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently” was released over a year ago. ...
by Anna Maria Garcia | Dec 16, 2016 | Entrepreneurship
PFI Advisors’ Analyst, Anna Maria Garcia, suggests Millennials seek a mentor that leads with values in the beginning development of their career. “Millennials and their entry into the workforce” has been a hot topic as of late. Plenty of articles have been written...
by Larissa Marcontell Sonnen | Oct 11, 2016 | Entrepreneurship
Sheryl Sandberg’s 2013 book kicked off a public discussion on what it means to be a successful woman in the workplace, and it provided strategies and motivation for women to get ahead in their careers. More specifically to the financial services industry, Sallie...
by Matt Sonnen | Jul 8, 2016 | Entrepreneurship
We often hear from industry experts that the end game for entrepreneurs is to build their firms so they can monetize and sell them down the road as quickly as possible. Perhaps these “experts” are missing the point? Consider this excellent article by Ted...
