by Matt Sonnen | May 27, 2026 | Operations and Technology
Most RIAs realize that competition in the advisory business has intensified. Industry-wide organic growth was less than 2% in 2025, and firms everywhere are searching for a formula to attract new clients, whether through COIs, client referrals or good old-fashioned...
by Matt Sonnen | Apr 7, 2026 | Operations and Technology
In 2005, P90X exploded onto the scene with its now-iconic late-night infomercials, showing how everyday people could achieve ripped abs and total body transformation in just 90 days, all without setting foot in a gym. Led by the charismatic and energetic Tony Horton,...
by Matt Sonnen | Mar 12, 2026 | Operations and Technology
Across the RIA landscape, the promise of new technology is both a blessing and a curse. The modern advisory firm faces a dazzling array of software solutions, each pitched as the missing link to efficiency, scale and client satisfaction. But as many growing RIAs have...
by Matt Sonnen | Jan 21, 2026 | Operations and Technology
As host of The COO Roundtable podcast, I’ve had the privilege to discuss operational best practices with many of the brightest minds in our industry. In Episode 80, I interviewed Linda Bready, author of The Exit Equation: M&A Strategies, Tools, and...
by Matt Sonnen | Oct 9, 2025 | Operations and Technology
If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” Yet, even years after the topic of integration first gained...
by Matt Sonnen | Aug 12, 2025 | COO Best Practices, Operations and Technology
As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each RIA executive faces a critical challenge: how to serve an increasing...
