by PFI Advisors | Apr 6, 2021 | Podcasts
EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services https://pfiadvisors.com/wp-content/uploads/2021/04/EP-28-1-Final-1.mp3 In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab...
by PFI Advisors | Mar 4, 2021 | Podcasts
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management https://pfiadvisors.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3 For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s...
by PFI Advisors | Feb 16, 2021 | COO Best Practices, Podcast Appearances
Matt had the opportunity to sit down with Stacey McKinnon, COO of Morton Capital, to discuss her recent paper, “5 Untold Truths of Acting in Your Client’s Best Interest.” During their conversation, they discussed the importance of professional management, their...
by PFI Advisors | Feb 2, 2021 | Podcasts
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management https://pfiadvisors.com/wp-content/uploads/2021/02/EP-26-1-Final-1.mp3 In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief...
by PFI Advisors | Jan 20, 2021 | PFI Related
Note: Matt and Reese last conducted a one-on-one interview with each other back in June 2017. That interview took place at a Mexican restaurant over margaritas with chips and guacamole. COVID-19 forced this one to take place at their dining room table,...
