by Matt Sonnen | Sep 15, 2020 | COO Best Practices
As I declared when we launched the COO Roundtable podcast in late 2018, “Every advisory firm struggles with the goal of providing high-touch service to a larger and larger client base in a scalable and efficient fashion. It is the COO’s job to execute the...
by PFI Advisors | Aug 18, 2020 | COO Best Practices
With our twentieth podcast in the books and a year and a half of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing...
by Matt Sonnen | Jul 21, 2020 | COO Best Practices, Operations and Technology
Every year, we recommend RIA leaders take time over the summer, when things inevitably slow down a bit, to take stock of not only their technology stack, but their policies, procedures, and various workflows built into the firm’s use of technology. As employees...
by Matt Sonnen | Jul 14, 2020 | COO Best Practices, M&A
As we have written in the past, M&A transactions can cause a tremendous amount of trepidation and angst among employees of both Buyer and Seller. While completely normal, the root of fear associated with merging two firms generally revolves around change in...
by Matt Sonnen | Jun 16, 2020 | COO Best Practices, Operations and Technology
While some RIAs were caught flat-footed when widespread stay-at-home orders were instituted across the country in March, most have reported a “better than expected” experience as clients have continued to be serviced in a high-quality fashion. With most...
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...
