PFI Advisors
  • Home
  • Services
    • Breakaway/RIA
      • Billion-Dollar Wirehouse Advisors
      • Affiliated Advisors
    • M&A Support Services
    • Ops/Tech Consulting
    • COO Resource
  • Team
  • In The News
  • COO Society
  • Podcast
  • Blog
  • Charities
    • Layla Paige
    • Children’s Hospital LA
    • Trinity Kids Care
    • SPCA LA
    • Liam’s Life
  • Contact
Select Page
“How Do I Find Good Operations  Team Members for My RIA?”

“How Do I Find Good Operations
Team Members for My RIA?”

by Matt Sonnen and Shaun Kapusinski | Mar 30, 2021 | COO Best Practices

As the RIA industry continues to evolve and competition for clients (and advisors) increases, RIAs are realizing the importance of a dedicated Operations team that ensures that the trains are running on time and allows advisors to focus their attention solely on...

Categories

Breakaway/RIA Set Up

Business Development

COO Best Practices

Entrepreneurship

M&A

Operations and Technology

PFI Related

Podcasts

White Papers

PFI Advisors

View all posts

Matt Sonnen

View all posts

Larissa Marcontell Sonnen

View all posts

Sandra Saldana

View all posts

Recent Posts

  • The COO Roundtable
    Episode 49
  • The Importance of Strategy
    and How a COO Can Help
  • Guest Appearance: Michael Kitces’
    Financial Advisor Success Podcast
  • Growing RIAs Must Focus on
    ‘Process,’ Not Technology
  • The COO Roundtable
    Episode 48

Follow Us

© 2020 PFI Advisors