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...
by Matt Sonnen | Jun 30, 2021 | COO Best Practices, Operations and Technology, PFI Related
Last week you may have seen headlines announcing the launch of our new digital consulting platform, The COO Society. We are beyond excited to have the platform live and to see members navigating the courses and introducing themselves in the Discussion...
by Matt Sonnen | Jun 15, 2021 | COO Best Practices, Operations and Technology, Uncategorized
Division of labor is wildly important if you are looking to grow and scale your business. Operationally speaking, it is the goal of every RIA to free up their advisors to focus solely on clients and prospects. Your advisors’ best use of time and energy, as well...
by Matt Sonnen | May 18, 2021 | COO Best Practices, Entrepreneurship, PFI Related, Uncategorized
Work-life balance is tricky for every professional, but 2020’s work from home environment and the added stresses of a global health scare made the past 14 months a truly unique time for all of us. I constantly drive myself to get more done each day, but year after...
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 PFI Advisors | Apr 27, 2021 | COO Best Practices, Podcasts
With another batch of podcasts on the books and two years 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 your...
