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How Important Is it to  Define Your Ideal Client?

How Important Is it to
Define Your Ideal Client?

by Matt Sonnen | May 11, 2021 | Business Development, COO Best Practices

Knowing the type of client you are looking to serve will allow you to design the best products and services needed by them. When an RIA owner asks us to perform an Operational Diagnostic review of their business, they typically have two burning questions: Have we...
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...
How Important Is it to  Define Your Ideal Client?

How 2021 Will
Differ From 2020

by Matt Sonnen | Dec 2, 2020 | Business Development, COO Best Practices, Operations and Technology

Regardless of what the pandemic will bring, or not bring, in 2021, the wealth management industry has been changed forever. Everyone is excited to turn the page on 2020.  With several recent headlines surrounding the success of multiple COVID-19 vaccines, the...
How Important Is it to  Define Your Ideal Client?

Identify Your Ideal Client Before
You Determine Your Tech Stack

by Matt Sonnen | Oct 13, 2020 | Business Development, COO Best Practices, Operations and Technology

Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack.   We are often contacted by breakaway advisors looking to establish their firms, or by existing RIAs simply looking to...
Silver Linings: Using Crisis to  Improve Your RIA’s Health

Silver Linings: Using Crisis to
Improve Your RIA’s Health

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 –...
How Important Is it to  Define Your Ideal Client?

Operational Excellence
Drives Sales Growth

by Matt Sonnen | Feb 11, 2020 | Business Development, COO Best Practices, Operations and Technology

There is a friction that commonly exists within many organizations, and it occurs between the sales department and the back-office operations department.  Both feel underappreciated by the other – Operations thinks Sales doesn’t realize that no product or service...
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