Matt Sonnen

COO, Coldstream Wealth Management

Matt Sonnen is Chief Operating Officer at Coldstream Wealth Management, as well as the creator of the digital consulting platform The COO Society, which educates RIA owners and operations professionals how to build more impactful and profitable enterprises. He is also the host of the popular COO Roundtable podcast.

Matt’s Recent activity

Use the Summer Slowdown to Conduct a Fee Audit

Aug 08, 2023

And avoid uncomfortable conversations about bill discrepancies.

Client Niche: Everyone’s Talking, No One Is Listening

Jul 18, 2023

As Jerry Maguire wrote, deeper relationships with fewer clients is the future.