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...
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 | Mar 16, 2021 | COO Best Practices, Operations and Technology
One of the most popular articles we’ve ever written was titled ‘Integratable’ Does Not Mean ‘Integrated,’ But There’s Hope. The reason it resonated with so many readers is because advisors are often sold on the exciting dream that once they launch their RIA, all of...
by Matt Sonnen | Mar 9, 2021 | COO Best Practices
RIAs can benefit by increasing the talent pool beyond the geographic limitations of the firm’s physical office, but methodical planning and proper diligence are required to ensure success. With the calendar rolling into March, many RIAs are marking a full year...
by PFI Advisors | Feb 16, 2021 | COO Best Practices, Podcast Appearances
Matt had the opportunity to sit down with Stacey McKinnon, COO of Morton Capital, to discuss her recent paper, “5 Untold Truths of Acting in Your Client’s Best Interest.” During their conversation, they discussed the importance of professional management, their...
