by PFI Advisors | Dec 27, 2022 | PFI Related
As 2022 draws to a close, we pause to reflect on the past year we’ve had here at PFI Advisors. While 2020 and 2021 saw firms trying to develop a “new normal,” this year saw them finally embrace it. Regardless of location, firms continued to serve their clients,...
by PFI Advisors | Nov 29, 2022 | PFI Related
For the fifth year in a row, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way. For any RIA that purchases an annual subscription to The COO Society between now and year end, PFI Advisors will donate all proceeds to...
by PFI Advisors | Aug 23, 2022 | PFI Related
We’d like to congratulate Sandra on her recent promotion to Operations Manager! An integral part of our team since August 2019, Sandra started at PFI Advisors as an Administrative Assistant to CEO Matt Sonnen. She earned a promotion earlier this year to...
by Matt Sonnen | Aug 16, 2022 | PFI Related
I recently completed my third viewing of the 10-part documentary series, “The Last Dance,” detailing the Chicago Bulls’ 1998 championship season, and highlighting Michael Jordan’s entire career. I have never considered myself a Michael Jordan fan, per se, but...
by ThinkAdvisor | Jul 27, 2022 | PFI Related
Since entering the wealth management sector in July 1997, when he joined Merrill Lynch as a wire operator, Matt Sonnen has learned many lessons, he says. In a recent blog post marking his 25th anniversary in the industry, Sonnen reflected back on 25 of...
by Matt Sonnen | Jul 19, 2022 | PFI Related
This month marks my 25th anniversary in the wealth management industry. I started down this career path with Merrill Lynch in July of 1997 as a Wire Operator (you’ll have to look that job up – it no longer exists!). In 2008, I helped launch Luminous Capital, and when...
