by Matt Sonnen | Apr 27, 2022 | Operations and Technology
I am fully prepared to take some heat for this article, as there are many financial advisors who tout Calendly as the most innovative tool they’ve added to their tech stack in several years, but as a recipient of many Calendly links and inbound meeting requests, I’m...
by Matt Sonnen | Mar 29, 2022 | Operations and Technology
Over the last few weeks, more and more RIAs have been heading back to the office workspace. For some this has meant returning to the office fulltime, for many others, the return has marked the beginning of a new hybrid work schedule. Employees are now asked to be in...
by Matt Sonnen | Feb 24, 2022 | Operations and Technology
Don’t be gaslit into believing that operations should take a subordinate role to sales and relationship management. As many of our loyal listeners know, one of my favorite topics to discuss on our COO Roundtable podcast each month is the unfortunately...
by Matt Sonnen | Feb 1, 2022 | Operations and Technology
I think we all will remember March 17, 2020, and the fear it brought for all of our businesses. Would the market hold up? Would our employees be able to service clients while working from home? Jump ahead to today, and who would have predicted that practically...
by Matt Sonnen | Jan 25, 2022 | Operations and Technology
It seems that every RIA reported record growth in both 2020 and 2021, and accordingly, every RIA is looking to add members to their team to help support the additional clients. Many firms are seeking service advisors to handle client relationships, as well as...
by Jay Veale | Jan 11, 2022 | COO Best Practices, Operations and Technology
While no one likes having to conduct an internal audit, it is imperative that RIAs confirm (on a regular basis) that the fee rates written on their client contracts match those loaded in their billing software, be that their reporting software or some other invoicing...
