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,...
by PFI Advisors | Jan 12, 2021 | Podcasts
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...
by PFI Advisors | Dec 29, 2020 | PFI Related
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...
by PFI Advisors | Dec 8, 2020 | Podcasts
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...
by PFI Advisors | Nov 23, 2020 | Operations and Technology, PFI Related
For the third year, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way. A commitment of ours since 2018, any RIA that donates $10,000 or more to the Children’s Hospital Los Angeles donation page of...
