Category: PFI Related

22 posts categorized as "PFI Related"


A Different Kind of #GivingTuesday Campaign

November 12, 2019

For the second year, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way.  Like we did last year, any RIA that donates $10,000 or more to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen will receive a free Operational Diagnostic*.  This engagement includes a full analysis…

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Jay Veale and Sandra Saldana Join PFI Advisors

November 1, 2019

We are excited to announce the addition of Jay Veale and Sandra Saldana to the PFI team! Jay recently graduated from the University of California, Berkeley with degrees in Political Economy and Film Studies.  Previously, Jay interned at CWSWG, a real estate investment firm in Newport Beach where he performed bond and real estate market…

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The COO Roundtable, Episode 10 Highlights

October 10, 2019

In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-packed episodes we’ve produced so far and he even finds time to squeeze in a Princess Bride reference!  By focusing on all the unique perspectives that our guests bring to…

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Video: PFI Advisors’ Take on the Breakaway Advisor Movement…

September 25, 2019

PFI Advisors is often asked our opinion of the breakaway advisor movement.  Given our line of work, our answer may surprise you…

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The COO Roundtable, Episode 9 Featuring Susan Dickson & Suzanne Williamson

September 5, 2019

In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean.  Susan is the Chief Operating Officer of the firm, and Suzanne is the Director of Client Services.  Private Ocean, headquartered in San Rafael, CA, manages over $2 billion in client assets with 51 employees and has…

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We’re Hiring!

August 5, 2019

PFI Advisors is excited to announce we are adding two new members to our family!  Click the links below to learn more about our Associate and Administrative Assistant openings. About the Associate position: We are looking for a motivated individual to work closely with the entire team, and report directly to the CEO.  Responsibilities will…

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The American Dream, Through the Life of Geremia Papa

July 18, 2019

This is my grandfather, Geremia (“Jerry”) Papa.  He arrived in the United States in 1920, at the age of 18, from his homeland of Italy.  My mother assures me that “Papa” is his real last name, but I’ve always fantasized that it was bestowed upon him when he was recorded coming through the turnstiles at…

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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…

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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…

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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…

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