by Matt Sonnen | Sep 27, 2022 | Operations and Technology
Many of the guests on our COO Roundtable podcast, as well as several of our RIA clients, run their businesses on the Entrepreneurial Operating System (“EOS”), made famous in Gino Wickman’s book, Traction: Get a Grip on Your Business. And one of the key components to...
by Matt Sonnen | Sep 20, 2022 | Operations and Technology
We are often contacted by RIAs that ask us to perform an assessment of their technology, their processes, and their people. Typically, we’ll start that analysis by asking the firm’s owners to pretend we are a prospective client and give us their value...
by Matt Sonnen | Sep 15, 2022 | Thought Leadership
A good cultural fit is key to the success of a merger. Day 2 of the Echelon Deal & Deal Makers Summit included a fantastic session moderated by Katie Johnson of FiComm Partners with Herbers & Co. CEO Angie Herbers and Limitless Advisor CEO Stephanie...
by Matt Sonnen | Aug 16, 2022 | PFI Related
I recently completed my third viewing of the 10-part documentary series, “The Last Dance,” detailing the Chicago Bulls’ 1998 championship season, and highlighting Michael Jordan’s entire career. I have never considered myself a Michael Jordan fan, per se, but...
by Matt Sonnen | Aug 9, 2022 | Operations and Technology
At RIAs, they’re an indispensable way to find out more about potential hires than what’s just on a resume. While scrolling through LinkedIn recently, I came across a headline, “Recruiter shreds cover letters.” When I clicked on the headline, I found this post by...
