by Matt Sonnen | Oct 19, 2021 | COO Best Practices
No matter how you view it, M&A activity in the wealth management space is at record levels. The latest Deal Book, published by Devoe & Company, concludes that “M&A activity is on pace to finish 2021 well above last year’s record volume of 159...
by Matt Sonnen | Sep 22, 2021 | COO Best Practices, PFI Related
Like many of you, I’m constantly asking myself, “How do I get more done each day?” One of the common questions I pose to our guests on The COO Roundtable podcast is “Tell me about your time management tips and tricks.” Most COOs have a seemingly endless To Do List...
by Matt Sonnen | Sep 14, 2021 | COO Best Practices
While providing feedback to employees about their job performance is valuable, it’s much more important to use this opportunity to allow employees to feel supported and heard. RIAs continue to miss a huge opportunity when it comes to their approach to employee...
by PFI Advisors | Sep 7, 2021 | COO Best Practices, Podcasts
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors https://pfiadvisors.com/wp-content/uploads/2021/09/EP-33-1-Final.mp3 In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe,...
by Matt Sonnen | Aug 17, 2021 | COO Best Practices
I was honored to participate in Addepar’s Discovery Week back in June, alongside Amy DeTolla of Focus Financial and Cameron Sheehan of Addepar. During our session, we covered many topics including trends affecting our industry and how to most easily evaluate your...
by Matt Sonnen | Jul 13, 2021 | COO Best Practices
It’s not personal, it’s strictly business. Many RIAs struggle with profitability when they attempt to “be all things to all people,” which forces them to offer a wide range of services to clients of all shapes and sizes. As we have previously written, if...
