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...
by Matt Sonnen and Shaun Kapusinski | Mar 30, 2021 | Business Development, COO Best Practices
As the RIA industry continues to evolve and competition for clients (and advisors) increases, RIAs are realizing the importance of a dedicated Operations team that ensures that the trains are running on time and allows advisors to focus their attention solely on...
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...
by Matt Sonnen | Feb 9, 2021 | Business Development, COO Best Practices
A COO’s role differs with each firm. That makes evaluating their performance all the more complex. During my recent interview with Lisa Cook of Pacific Portfolio Consulting and Erica Farber of Balentine for our latest COO Roundtable podcast, I relayed...
by Jay Veale | Dec 15, 2020 | Business Development, COO Best Practices
PFI Advisors has written extensively about the COO role within an RIA firm. However, we are always seeking new perspectives by periodically examining this role’s impact on other industries and how the different approaches might influence our own thoughts and decisions...
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...
