by PFI Advisors | Dec 6, 2022 | Podcasts
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...
by PFI Advisors | Nov 29, 2022 | PFI Related
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...
by PFI Advisors | Nov 1, 2022 | Podcasts
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...
by PFI Advisors | Oct 4, 2022 | Podcasts
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...
by PFI Advisors | Aug 31, 2022 | Podcasts
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...
