5 Building Blocks to Becoming a Successful Buyer
March 22, 2019
There are more than 12,000 SEC-registered investment advisors[1] in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space – a veritable Wild West of firms at the forefront of change. RIAs are not only competing with each other but also the deep pockets, expansive advisor networks and sophisticated…
Why Professional Management Fails for RIAs
March 17, 2019
We have written much about the benefits of professional management for RIAs. By bringing in professional management, the owners/advisors of the firm are availed of the day-to-day burdens of running the business, which allows them to focus 100% of their efforts on what they do best: spending time with clients and prospects (or other advisors,…
The COO Roundtable, Episode 3 Featuring Trevor Chuna & Shaun Kapusinski
March 4, 2019
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology…
PFI Advisors & DeSola Group Present: The 5 Building Blocks to Branding Yourself a Successful Buyer
February 28, 2019
As we announce our latest co-written white paper, we thought we would first share some background research and history put into this particular M&A thought leadership piece. While this is the first time we have formally partnered with another industry leader in writing a joint paper, Mergers & Acquisitions is hardly a new topic of…
Scott Belsky’s “The Messy Middle”: A Must Read for All Breakaway Advisors and Entrepreneurs Alike
February 21, 2019
Scott Belsky is an entrepreneur, investor, best-selling author, MBA Harvard graduate, and one of Fast Company’s 100 Most Creative People in Business. That being said, I had never heard of him until he was doing a promotional tour for “The Messy Middle” last year. I was struck by his premise that entrepreneurs love to recount…
From Startup to Street Cred: (Re)State Your Mission
February 12, 2019
In a recent conversation with an advisor who had launched his RIA the same year we launched PFI Advisors, we were discussing our business paths and how they have somewhat paralleled each other. This advisor participated in his own version of a Breakaway 3.0 in 2015, in which he left an RIA to start his…
The COO Roundtable, Episode 2 Featuring Gary Bonner & Mike Lee
January 29, 2019
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt,…
The COO Roundtable, Episode 1 Featuring Jeff Fuhrman & Tony Craun
January 22, 2019
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss…
Industry Coverage of PFI Advisors’ Recent COO White Paper
January 9, 2019
In late October, we released our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers,” the sixth installment in our industry series. Our goal was to uncover the benefits of professional management (namely Chief Operating Officers) and lay out the responsibilities of a successful COO, as…
PFI Advisors’ 2018 Top Blog Posts
December 26, 2018
As 2018 comes to a close, we pause to reflect on the past year we’ve had here at PFI Advisors. We added a new employee to our team in June and our Director of Transition Amusement started kindergarten in August! We have continued to focus our work of achieving operational efficiencies at RIAs and helping…
