Speaking Engagements

Matt Sonnen, Founder and CEO of PFI Advisors, has spoken at national conferences on the below specific topics, and can address any of the high-level industry topics at your next event.

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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