by PFI Advisors | Mar 28, 2023 | Podcasts
With another batch of podcasts in the books and now four 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 | Mar 15, 2023 | Podcasts
Ep 50 - Allison Felix of Cassaday & Co. & Scott Brown of Pinnacle Associates https://pfiadvisors.com/wp-content/uploads/2023/03/Ep50-Final-Edit.mp3 For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the...
by PFI Advisors | Feb 1, 2023 | Podcasts
EP 49 - Edgar Collado of Tobias Financial & Alex Satterfield of Byron Financial https://pfiadvisors.com/wp-content/uploads/2023/02/Ep-49-COO-Roundtable-Final-Edit-1.mp3 Our latest episode of The COO Roundtable features two guests who challenge our audience to...
by PFI Advisors | Jan 17, 2023 | Podcast Appearances
It was an incredible honor for Matt to be a guest on Michael Kitces’ hugely successful podcast, the Financial Advisor Success Podcast. Matt and Michael spoke in detail about: The value operations professionals bring to RIAs (whether their title is Ops Manager,...
by PFI Advisors | Jan 3, 2023 | Podcasts
EP 48 - Barrett Karvis of Edge Capital Group and Daryl Seaton of Sowell Management https://pfiadvisors.com/wp-content/uploads/2023/01/Ep-48-COO-Roundtable-Final.mp3 For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting...
