Matt Sonnen

A COO's role differs with each firm. That makes evaluating their performance all the more complex.

These are the ways buyers and sellers commonly fall short when combining firms.

Regardless of what the pandemic will bring, or not bring, in 2021, the wealth management industry has been changed forever.

Your revenue-generating employees are just as important, if not more important, than your revenue-paying clients. Make sure they know that starting on their first day.

Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack.  

If the collective vision for investment philosophy—who will be managing the portfolios and choosing what the best investments are for client portfolios—cannot be agreed upon, there is no reason to continue down the M...

By tackling the largest and most time-consuming tasks first, we believe advisors can launch their RIA in four to six months.

There’s no worn path to ownership for operations staff. They must take it upon themselves to create their own opportunities.