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 | Apr 13, 2022 | Thought Leadership
The onboarding of an employee should start weeks before the new hire arrives in the office, not the morning of their hire date. One of the many great things about the RIA industry is our deep-felt commitment to the fiduciary rule, which states that advisors must put...
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 | Mar 22, 2022 | COO Best Practices, PFI Related
I recently stumbled across this tweet from Dee Snider, the lead singer of the 80’s “hair metal” band, Twisted Sister: To provide some back story, Twisted Sister rose to fame in 1984 with their third studio album, “Stay Hungry,” which featured the hit singles, “We’re...
by Matt Sonnen | Mar 9, 2022 | M&A
For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors. It has been widely reported that 2021 marked the eight consecutive year of record M&A activity in the RIA space. A principal driving...
