The COO Roundtable  Episode 47

The COO Roundtable
Episode 47

EP 47 - Julie Allen of FirstWave Financial and Chris Pelch of Vance Wealth https://pfiadvisors.com/wp-content/uploads/2022/12/Ep-47-COO-Roundtable-Final-1.mp3 For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie...
A Different Kind of  #GivingTuesday Campaign

A Different Kind of
#GivingTuesday Campaign

For the fifth year in a row, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way.  For any RIA that purchases an annual subscription to The COO Society between now and year end, PFI Advisors will donate all proceeds to...
The COO Roundtable  Episode 46

The COO Roundtable
Episode 46

EP 46 - Stacey McKinnon of Morton Capital Wealth https://pfiadvisors.com/wp-content/uploads/2022/11/Ep46-COO-Roundtable-1.mp3 Our latest episode of The COO Roundtable features a rare single-guest format.  Stacey McKinnon of Morton Wealth recently wrote an important...
The COO Roundtable  Episode 45

The COO Roundtable
Episode 45

EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors https://pfiadvisors.com/wp-content/uploads/2022/10/Ep45-COO-Roundtable-Final.mp3 Our latest episode of The COO Roundtable features two leaders of relatively young and evolving...
The COO Roundtable  Episode 44

The COO Roundtable
Episode 44

EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group https://pfiadvisors.com/wp-content/uploads/2022/08/Ep-44-COO-Roundtable-Final.mp3 In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful...