by Matt Sonnen | Jun 13, 2022 | Operations and Technology
If you are a newly-launched RIA setting up your performance reporting tool for the very first time, or if you have acquired another firm and need to transfer and configure their data from their reporting tool into yours, we recommend this 7-point checklist. We...
by Matt Sonnen | May 26, 2022 | Business Development, Operations and Technology
Knowing exactly who are you trying to serve has benefits beyond just marketing. Speaking at an industry conference earlier this month, Mark Tibergien stated, “Firms that have a niche or technical specialty are the ones growing in our industry and driving the business...
by Matt Sonnen | Apr 27, 2022 | Operations and Technology
I am fully prepared to take some heat for this article, as there are many financial advisors who tout Calendly as the most innovative tool they’ve added to their tech stack in several years, but as a recipient of many Calendly links and inbound meeting requests, I’m...
by Matt Sonnen | Mar 29, 2022 | Operations and Technology
Over the last few weeks, more and more RIAs have been heading back to the office workspace. For some this has meant returning to the office fulltime, for many others, the return has marked the beginning of a new hybrid work schedule. Employees are now asked to be in...
by Matt Sonnen | Feb 24, 2022 | Operations and Technology
Don’t be gaslit into believing that operations should take a subordinate role to sales and relationship management. As many of our loyal listeners know, one of my favorite topics to discuss on our COO Roundtable podcast each month is the unfortunately...
by Matt Sonnen | Feb 1, 2022 | Operations and Technology
I think we all will remember March 17, 2020, and the fear it brought for all of our businesses. Would the market hold up? Would our employees be able to service clients while working from home? Jump ahead to today, and who would have predicted that practically...
