“How Do I Find Good Operations Team Members for My RIA?” by Matt Sonnen and Shaun Kapusinski

February 12, 2025

As the RIA industry continues to evolve and competition for clients (and advisors) increases, RIAs are realizing the importance of a dedicated Operations team that ensures that the trains are running on time and allows advisors to focus their attention solely on client service and business development.  The RIA industry has always done a good job detailing the career path for those aspiring to become financial advisors…

Finish this article at https://pfiadvisors.com/how-do-i-find-good-operations-team-members-for-my-ria/

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