by Sandra Saldana | May 25, 2021 | Entrepreneurship, PFI Related
If you have ever listened to an episode of The COO Roundtable podcast, you’ve probably heard Matt joke that, “As a kid, no one says to themselves, ‘When I grow up, I want to the COO of an RIA firm!’” This is then followed by chuckles from our guests and their...
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 | Mar 23, 2021 | Entrepreneurship
“If you wanna live life on your own terms,You gotta be willing to crash and burn…” – “Primal Scream, ” Mötley Crüe, 1991 When most people hear the term, “entrepreneur,” the first names that come to mind are usually Jeff Bezos, Steve Jobs, or Mark Zuckerberg. ...
by Matt Sonnen | Oct 20, 2020 | Entrepreneurship, PFI Related
The key to content marketing is “answer the most common questions you receive from clients and prospects.” This strategy has shaped our approach in writing over 150 practice management articles related to our core service offerings: RIA Set Up, M&A Support...
by Matt Sonnen | Aug 25, 2020 | Entrepreneurship, Operations and Technology, PFI Related
Below is a long, harrowing, frustrating, and oftentimes sad recount of my recent interaction with Microsoft support for our son’s Xbox. As you will see, this experience has scarred me for life. I can’t imagine any RIA putting their client through such an...
by Matt Sonnen | Jun 23, 2020 | Breakaway/RIA Set Up, Entrepreneurship
I recently had the honor to participate in a BNY Mellon Pershing webcast titled, “Breaking Through – Navigating the Path to Independence.” My fellow panelists were Pablo Bizjack of BNY Mellon Pershing and Brian Hamburger of MarketCounsel. Our goal was to...
