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RIAs That Excel at Technology  Do Not Look Like Tech Firms

RIAs That Excel at Technology
Do Not Look Like Tech Firms

by Matt Sonnen | Apr 13, 2021 | Operations and Technology

Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client. I had the privilege of participating in Dimensional Fund Advisor’s recent Applied Business Strategy Workshop with DFA’s Regional Director,...
Entrepreneurial Advice From The  Craziest ‘80s Hair Band of Them All

Entrepreneurial Advice From The
Craziest ‘80s Hair Band of Them All

by Matt Sonnen | Mar 23, 2021 | Entrepreneurship

“If you wanna live life on your own terms,You gotta be willing to crash and burn…” – “Primal Scream, ” Mötley Crüe, 1991 When most people hear the term, “entrepreneur,” the first names that come to mind are usually Jeff Bezos, Steve Jobs, or Mark Zuckerberg. ...
Vendors & Consultants Can’t  Do The Push-Ups For You

Vendors & Consultants Can’t
Do The Push-Ups For You

by Matt Sonnen | Mar 16, 2021 | COO Best Practices, Operations and Technology

One of the most popular articles we’ve ever written was titled ‘Integratable’ Does Not Mean ‘Integrated,’ But There’s Hope.  The reason it resonated with so many readers is because advisors are often sold on the exciting dream that once they launch their RIA, all of...
RIAs That Excel at Technology  Do Not Look Like Tech Firms

What to Consider When Hiring
Your First Remote Employee

by Matt Sonnen | Mar 9, 2021 | COO Best Practices

RIAs can benefit by increasing the talent pool beyond the geographic limitations of the firm’s physical office, but methodical planning and proper diligence are required to ensure success.  With the calendar rolling into March, many RIAs are marking a full year...
Our Thoughts on  Content Marketing

Our Thoughts on
Content Marketing

by Matt Sonnen | Feb 23, 2021 | Business Development, PFI Related

Someone recently crinkled their nose at me and asked, “You’re an operations and technology/business consulting firm – why do you waste so much time on content marketing?”  It’s a fair question, and one I was proud to answer.  We do spend a lot of time writing...
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Recent Posts

  • Joint M&A White Paper With
    BNY Mellon | Pershing
  • RIAs That Excel at Technology
    Do Not Look Like Tech Firms
  • The COO Roundtable
    Episode 28
  • “How Do I Find Good Operations
    Team Members for My RIA?”
  • Entrepreneurial Advice From The
    Craziest ‘80s Hair Band of Them All

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