Practice Management Content
SubscribeBlog Posts Published Since Inception
With or Without a Pandemic,
Employee Onboarding Can be Tricky
Your revenue-generating employees are just as important, if not more important, than your revenue-paying clients. Make sure they know that starting on their first day. Much has been written and...
The COO Roundtable
Episode 23
In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President of Wealth Architects. Regimen Wealth is...
Landon Brantley
Joins PFI Advisors
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...
Despite the Benefits, I Do Not
Recommend Waking at 3:40am
The key to content marketing is “answer the most common questions you receive from clients and prospects.” This strategy has shaped our approach in writing over 150 practice management...
Identify Your Ideal Client Before
You Determine Your Tech Stack
Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack. We are often contacted by breakaway advisors...
Heartbroken
This tribute to Eddie Van Halen is going to seem silly to most readers, considering I never met the man, but the fact remains that I am absolutely devasted by the news of his passing today. ...
The COO Roundtable
Episode 22
In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for...
Making a Big Firm
Feel Small
The continued tear of M&A activity throughout the RIA industry has resulted in some firms reaching critical mass very quickly. These firms are learning that with size comes all the...
Adapting Advisory Teams To A
Hybrid Office/Home Workplace
Matt was honored to partner with Stacey McKinnon, COO of Morton Capital, for this guest article on Kitces.com. Matt and Stacey reflect on the shift in workplace environment caused by the COVID-19...
RIA Owners Need To Realize That 75%
of a COO’s Job is Human Resources
As I declared when we launched the COO Roundtable podcast in late 2018, “Every advisory firm struggles with the goal of providing high-touch service to a...