For the second year, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way. Like we did last year, any RIA that donates $10,000 or more to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen will receive a free Operational Diagnostic*. This engagement includes a full analysis of an RIA’s back office technology suite; integrations between systems; how employees and end clients interact with the various technology pieces; and proposed infrastructure that the firm could leverage in a more efficient manner.
To read our press release, please click here.
*Operational Diagnostic(s) will be conducted solely via phone and screen sharing sessions