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Blog Posts Published Since Inception

Our Thoughts on  Content Marketing

Our Thoughts on
Content Marketing

Someone recently crinkled their nose at me and asked, “You’re an operations and technology/business consulting firm – why do you waste so much time on content marketing?”  It’s a fair question, and...

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How Should an RIA  Rate Its COO?

How Should an RIA
Rate Its COO?

A COO's role differs with each firm. That makes evaluating their performance all the more complex. During my recent interview with Lisa Cook of Pacific Portfolio Consulting and Erica Farber of...

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How 2021 Will  Differ From 2020

How 2021 Will
Differ From 2020

Regardless of what the pandemic will bring, or not bring, in 2021, the wealth management industry has been changed forever. Everyone is excited to turn the page on 2020.  With several recent...

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Why Every RIA  Needs a Data Analyst

Why Every RIA
Needs a Data Analyst

From social media giants to your local grocery store, these days everyone is looking to gather and use client data to run their businesses better— and your RIA should be no exception.  Any RIA not...

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What is Advisors’  Time Worth?

What is Advisors’
Time Worth?

Following the success of our COO white paper and personal enjoyment of interviewing the profiled COOs at the end of 2018, we at PFI Advisors declared 2019 to be “The Year of the COO.”  We...

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Tough Sales Love  for RIAs

Tough Sales Love
for RIAs

Envestnet was kind enough to invite me to participate in a panel discussion last week at their Advisor Summit in Chicago.  The topic was “Growing Your Firm’s Top Line Through The Headwinds.” I...

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