Matt Sonnen

While providing feedback to employees about their job performance is valuable, it’s much more important to use this opportunity to allow employees to feel supported and heard.

It is simply unrealistic and counter-productive to assume there will be no hiccups of any kind when transitioning hundreds, if not thousands, of accounts in a short amount of time.

It's not personal, it's strictly business.

Division of labor is wildly important if you are looking to grow and scale your business.

Knowing the type of client you are looking to serve will allow you to design the best products and services needed by them.

Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client.

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. 

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