by Matt Sonnen | May 12, 2020 | COO Best Practices, Entrepreneurship
I was 9 years old when Van Halen’s masterpiece album “1984” was released. That album had the same effect on me as it did many people my age – it changed my life. So much so that 36 years later, I still find myself approaching many situations by asking, “What would...
by Matt Sonnen | Apr 30, 2020 | PFI Related
Over the past 4 ½ years many people have said to me “You work with your spouse?!? I could never do that!” And my humorous reply has always been, “What makes it work is that Reese works from home, and I go to the office every day!” But all of that...
by Matt Sonnen | Apr 21, 2020 | Business Development, COO Best Practices, Operations and Technology
This article is being published a bit early, I realize that. When you go to the doctor with clogged sinuses, a splitting headache, and body aches like you’ve never had, you just want some antibiotics that will get you back on your feet as quickly as possible –...
by Matt Sonnen | Mar 27, 2020 | COO Best Practices
Every RIA needs a Business Continuity Plan (it’s SEC-required) and most RIAs are good about updating it every year when they perform their annual compliance review. Unfortunately, many firms focus on the document itself, and not the actual plan. If the document is...
by Matt Sonnen | Mar 23, 2020 | COO Best Practices, Operations and Technology
With the coronavirus pandemic triggering widespread quarantines, many advisory firms are implementing measures to set up their operations as a Work-From-Home (WFH) environment. We partnered with Kitces.com to provide practical steps firms can take to maintain...
