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Matt Sonnen

Matt Sonnen

Verified

Host, The COO Roundtable

Los Angeles

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Total articles 128

  • Why AI Shouldn't Be Your RIA's Top Tech Priority

    By Josh Brown, Matt Sonnen| Wealth Management Verified If you’ve spent any time reading industry headlines lately, you undoubtedly have come across titles like, “AI: Embracing the New Frontier in Your Practice,” and “AI in Wealth Management Accelerates.” And if you have recently attended any industry conferences, you likely noticed that nearly half of all sessions now revolve around AI, and even sessions on unrelated topics all seem to find a way to mention AI and its role in wealth management

    By Josh Brown, Matt Sonnen · Wealth Management

    Apr. 04, 2025

  • The Power of Content Marketing

    By Matt Sonnen| Wealth Management Verified During my eight years running a consulting firm, I discovered that content marketing was my most effective business development tool. As a business owner trying to gain awareness of our brand and services in a competitive marketplace, I faced a significant challenge: connecting with prospective clients precisely when they needed our expertise

    By Matt Sonnen · Wealth Management

    Mar. 17, 2025

As seen in

Company Info

The COO Roundtable

Bellevue, Washington, United States

+1 800-929-5179