A Different Kind of #GivingTuesday Campaign
November 12, 2018, by PFI Advisors
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.