by PFI Advisors | Jun 1, 2021 | Podcasts
In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating Officer at Savant Wealth Management. Klingman & Associates is located in New York City, has 18...
by PFI Advisors | May 4, 2021 | Podcasts
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz https://pfiadvisors.com/wp-content/uploads/2021/05/EP-29-1-Final.mp3 In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO...
by PFI Advisors | May 3, 2021 | White Papers
Continuing our focus on professional management in the RIA space, we are proud to announce the release of our latest white paper (the tenth in our continuing educational series) highlighting the role of the Chief Executive Officer. The report focuses on how CEOs...
by PFI Advisors | Apr 27, 2021 | COO Best Practices, Podcasts
With another batch of podcasts on the books and two years 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 your...
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...
