Matt Sonnen

A chief operating officer can be a firms' secret weapon for growth.

Not planning is the biggest risk that advisers can take.

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.