Speaking Engagements

Matt Sonnen, Founder and CEO of PFI Advisors, has spoken at national conferences on the below specific topics. Matt is also available to speak about any of the below industry topics.

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Prior Speaking Engagements

  • Schwab IMPACT
  • Pershing Symposium
  • Fidelity Operations Steering Committee
  • Envestnet’s Advisor Summit
  • National Practice Management Groups
  • Family Wealth Report
  • CFA Society
  • UCLA

Specific Topics

  • Best Practices for Operational Efficiencies
  • How Top Firms and Practices Will Grow Into the Future
  • The Value Professional Management/COO Can Bring to an RIA
  • Streamlining Operations and Client Service Across Multiple Offices
  • How to Best Make Your Firm Attractive to a Tuck-In/Merger Candidate
  • Vendor Due Diligence in the RIA Space
  • Alternative Strategies for Client Portfolios
  • Prospecting and Serving Ultra High Net Worth Clients
  • Chief Compliance Officer Strategies for Gaining Partner Buy-In
  • How to Prepare For and Survive an SEC Audit

Industry Topics

  • Breakaway Advisors/RIA Set Up
  • Operations and Technology for RIAs
  • M&A Operational Preparations
  • M&A Integration Support
  • Top Skills Needed for Chief Operating Officers and/or Chief Compliance Officers
  • Hiring Practices/How to Attract Talent to Your RIA

To check Matt’s availability for an upcoming conference you are hosting, please contact PFI Advisors at info@pfiadvisors.com or 424-336-9750