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Blog Posts Published Since Inception

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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Making a Big Firm  Feel Small

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...

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Client Portal:  Build or Buy?

Client Portal:
Build or Buy?

RIA publications and the conference circuit are filled with articles and breakout sessions titled, “The Digitization of Advice” or “The Amazon and Netflix Effect on Our Industry” – all…

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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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Jumping into  the M&A Game

Jumping into
the M&A Game

As operational and technology consultants, we are contacted at least three times per month from larger RIAs saying, “A friend of mine just bought a $100 million practice – I want to do that too!”...

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Don’t Cut Your Fees  Just Yet…

Don’t Cut Your Fees
Just Yet…

Everyone in the industry is, in our opinion, losing their mind over fee compression caused by Robo Advisors. Advisors feel they need to increase their spending on technology and cut their fee in...

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Welcome to PFI’s  New Blog!

Welcome to PFI’s
New Blog!

We founded PFI Advisors with the idea that “There has to be a better way…” Financial advisors, either those leaving the wirehouse community to establish their own RIAs, or advisors at existing RIAs,...

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