Category: PFI Related
14 posts categorized as "PFI Related"
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…
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…
Introducing The COO Roundtable Podcast
December 11, 2018
I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry. This podcast series will feature panel discussions with Chief Operating Officers at some of the country’s leading independent firms. We plan to highlight operational best practices…
What this Millennial is Thankful for: My Introduction to the RIA Industry
November 28, 2018
If you Google the term “millennial,” the top stories don’t always show my generation in the best light. “Millennials are responsible for America’s shrinking homeownership.” “Millennials want more while doing less.” “Don’t believe the hype about Millennials.” You get the picture. Separately, if you research the average age of an advisor in the RIA space…
Interview with Luke Sonnen, Director of Transition Amusement
August 20, 2018
While only 5 years old, Luke Sonnen plays a vital role at PFI Advisors. As Director of Transition Amusement, it is his responsibility to provide an air of calmness and fun to the ever-stressful “Break Weekend” when advisors leave their former employer and launch their own RIA. While advisors are often overwhelmed with the thought…
Alex Webb Joins PFI Advisors
July 19, 2018
We are excited to announce the addition of Alex Webb to the PFI team! Alex recently graduated from Miami University in Ohio with a degree in Finance. While in school, Alex interned at MAI Capital Management, a multibillion-dollar RIA in Cleveland, OH. Alex performed financial market research and developed an understanding of the firm’s proprietary…
Far from Forgotten: The Impact Layla Paige Sonnen Has Made This Past Year
July 9, 2018
Layla – you left us one year ago, at 3:58am on July 8th, 2017, in your mother’s arms, surrounded by your dad and big brother Luke, and more love than we ever thought possible. There was no name for your brain disorder, no prognosis, no medical protocol to follow to help you gain brain development…
PFI ADVISORS ANNOUNCED AS FINALIST IN TWO CATEGORIES OF THE WEALTHMANAGEMENT.COM INDUSTRY AWARDS
May 30, 2018
We are excited to announce that PFI Advisors has been selected as a Finalist in WealthManagement.com’s 2018 Industry Awards for our retainer-based COO Resource offering, as well as for our M&A white paper, Becoming a Professional Buyer, Part 2. Our COO Resource is intended to help RIAs in five different scenarios: Newly-Launched, such as breakaway…
Advisors Explain How They Made An Acquisition Work
April 11, 2018
Karen DeMasters of Financial Advisor Magazine detailed the strategies used by some of the most successful RIA acquirers in our industry. We were honored to cover these firms in our most recent white paper. See Karen’s full article here
