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...
by Matt Sonnen | Apr 4, 2025 | COO Best Practices, Operations and Technology
If you’ve spent any time reading industry headlines lately, you undoubtedly have come across titles like, “AI: Embracing the New Frontier in Your Practice,” and “AI in Wealth Management Accelerates.” And if you have recently attended any industry conferences, you...
by Matt Sonnen | Aug 15, 2024 | M&A, Operations and Technology
The registered investment advisor industry continues to report declining organic growth numbers, with many firms struggling to see gains above that of the stock market. With the allure of an infusion of capital from private equity investors dancing in RIA...
by Matt Sonnen | Jul 17, 2024 | COO Best Practices, Operations and Technology
Having left large bureaucratic institutions that “manage to the lowest common denominator,” many RIA owners are reluctant to institute systems and processes because they feel by doing so, they will limit the “uniqueness” they have worked so hard to create by setting...
