A Different Kind of #GivingTuesday Campaign

November 12, 2018, by PFI Advisors
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PFI Advisors will be participating in this year’s #GivingTuesday in a very meaningful way.  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 a proposed infrastructure that the firm could leverage in a more efficient manner.

To read our press release, please click here.

*Operational Diagnostic engagement(s) will be performed and completed before the end of 2018.  Operational Diagnostic(s) will be conducted solely via phone and screen sharing sessions.

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