by PFI Advisors | Oct 28, 2020 | PFI Related
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 Financial Group, a $3 billion RIA headquartered in Louisville, KY with...
by Matt Sonnen | Oct 20, 2020 | Entrepreneurship, PFI Related
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 articles related to our core service offerings: RIA Set Up, M&A Support...
by Matt Sonnen | Oct 6, 2020 | PFI Related
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. His music – and in my goofy mind – Eddie himself has been a large part...
by Matt Sonnen | Aug 25, 2020 | Entrepreneurship, Operations and Technology, PFI Related
Below is a long, harrowing, frustrating, and oftentimes sad recount of my recent interaction with Microsoft support for our son’s Xbox. As you will see, this experience has scarred me for life. I can’t imagine any RIA putting their client through such an...
by Matt Sonnen | Apr 30, 2020 | PFI Related
Over the past 4 ½ years many people have said to me “You work with your spouse?!? I could never do that!” And my humorous reply has always been, “What makes it work is that Reese works from home, and I go to the office every day!” But all of that obviously changed...
by Matt Sonnen | Feb 25, 2020 | PFI Related
Yesterday was Kobe Bryant’s memorial service here in Los Angeles. On January 26th Kobe, along with his 13-year-old daughter, Gianna, and 7 others tragically perished in a helicopter crash on their way to Gianna’s basketball game. This catastrophe has sent ripples...
