by Jay Veale | Jan 21, 2020 | Entrepreneurship
Proud of your latest Millennial hire? You may want to consider the fact that Gen Z, the generation after Millennials, has already begun graduating college and are looking for our first jobs. We have been raised on technology, have a dramatically different...
by Matt Sonnen | Jul 18, 2019 | Entrepreneurship
This is my grandfather, Geremia (“Jerry”) Papa. He arrived in the United States in 1920, at the age of 18, from his homeland of Italy. My mother assures me that “Papa” is his real last name, but I’ve always fantasized that it was bestowed upon him when he was...
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...