For the third year, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way.  A commitment of ours since 2018, 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 to increase a firm’s efficiency.

To read our press release, please click here.

*Operational Diagnostic(s) will be conducted solely via phone and screen sharing sessions

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