The COO Roundtable  Episode 25

The COO Roundtable
Episode 25

EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine https://pfiadvisors.com/wp-content/uploads/2021/01/EP-25-2-Final.mp3   In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific...
Our Most Popular  Blog Posts of 2020

Our Most Popular
Blog Posts of 2020

As 2020 draws to a close, we pause to reflect on the past year here at PFI Advisors.  With a global pandemic that forced companies to quickly adopt new processes and rethink the methods by which they deliver service to clients, we continued to focus on being a source...
The COO Roundtable  Episode 24

The COO Roundtable
Episode 24

EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill https://pfiadvisors.com/wp-content/uploads/2020/12/EP-24-1-Final.mp3 In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests...