I was very excited to have the opportunity to sit down (over Zoom) with Matt Sonnen of PFI Advisors. He’s just launched a new digital consulting platform, COO Society Program that’s intended to foster professional management for RIAs. I was excited that he asked me to be one of his first industry speakers on the platform. Together we discuss the importance of having a clear organizational structure, and the evolution of roles on a team:
Importance of Having a Clear Organizational Structure
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