You already have all the tools to beat robos. Here’s how.

June 15, 2016

When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids…

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PFI Advisors’ M&A Support Services Recognized by WealthManagement.com

June 13, 2016

We are excited to announce that PFI Advisors has been selected as a Finalist in WealthManagement.com’s 2016 Industry Awards Program for our M&A Support Services for RIAs. When PFI Advisors first launched last year, the press focused on our breakaway services for wirehouse advisors, as that is the “sexy” side of our service offerings.  We…

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The Trend Has Begun…

June 1, 2016

Billion-dollar firms are realizing “Pure Financial Independence” is the ultimate destination for RIAs.  PFI Advisors was quoted in this RIABiz article highlighting PagnatoKarp’s ‘breakaway’ from HighTower. After chats with Phyllis Borzi, a flagship HighTower team executes a ‘deliberate’ breakaway to form a $2.5 billion RIA Citing post-DOL-rule concerns about serving their super-rich clientle and hungering…

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Tough Sales Love for RIAs

May 24, 2016

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 arrived to the session with prepared remarks in line with our M&A support services, as well as our operations and technology consulting…

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How My Special Needs Daughter Has Made Me a Better Entrepreneur

May 12, 2016

My wife and I launched PFI Advisors on September 25th, 2015.  One month and one day later, our 6-month old daughter, Layla, had her first seizure.  She was admitted into the hospital the next day, October 27th, and stayed there for 6 weeks.  It turns out that her brain never fully developed, which has led…

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Solving Operational Issues from M&A Transactions

April 19, 2016

As the wealth management industry continues to age, the number of advisory firms that will be transitioned due to succession planning or principal retirement is expected to increase dramatically. In fact, 2015 was the largest year on record for RIA mergers and acquisitions, with 2016 predicted to have even more. This trend, driven both by…

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PFI Advisors Inaugural White Paper: New Transition Models for Billion-Dollar Breakaway Teams

April 12, 2016

This is the first in a series of industry content from PFI Advisors designed to help advisors build their dream firm and achieve Pure Financial Independence. View white paper

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Guest appearance on “How to Go Independent”

March 31, 2016

Our CEO and Founder, Matt Sonnen, discusses transitioning billion-dollar teams to “Pure Financial Independence” in Sean Kernan’s “How to Go Independent” blog. Listen to the podcast here.

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Breakaway Artist Confesses the ‘Mistakes’ He Made in Ushering PBIG’s Hou-Sear Team

March 1, 2016

A breakaway artist confesses the ‘mistakes’ he made in ushering PBIG’s Hou-Sear team With its elevators, synchronized watches, office hijinks and voice-over IP, Luminous Capital was a virtuoso Merrill Lynch defection but not to Matt Sonnen By Guest Columnist Matt Sonnen Brooke’s Note: It is one thing to create a textbook scenario of executing an…

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How the mastermind of the Luminous Capital breakaway is parlaying his skills into ‘Pure Financial Independence’

January 19, 2016

With his wife, Larissa, as sidearm, Matt Sonnen seeks to fulfill a niche for a service level between John Furey and Shirl Penney Tuesday 1.19.16 by Lisa Shidler Brooke’s Note: If, as some suggest, seawater can replace oil as a fuel then our energy future is bright. The same can be said for finding the talent and…

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