by PFI Advisors | Oct 28, 2020 | PFI Related
We are thrilled to announce that Landon Brantley will be joining the PFI Advisors team in the role of consultant. Landon has spent over four years as a tax and financial advisor at ARGI Financial Group, a $3 billion RIA headquartered in Louisville, KY with...
by PFI Advisors | Oct 6, 2020 | Podcasts
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office https://pfiadvisors.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3 In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar...
by PFI Advisors | Sep 1, 2020 | Podcasts
EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company https://pfiadvisors.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3 In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President...
by PFI Advisors | Aug 18, 2020 | COO Best Practices
With our twentieth podcast in the books and a year and a half of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing...
by PFI Advisors | Aug 4, 2020 | Podcasts
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove https://pfiadvisors.com/wp-content/uploads/2020/08/Ep-20-1-Final.mp3 In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial...
