by Matt Sonnen | Feb 23, 2021 | Business Development, PFI Related
Someone recently crinkled their nose at me and asked, “You’re an operations and technology/business consulting firm – why do you waste so much time on content marketing?” It’s a fair question, and one I was proud to answer. We do spend a lot of time writing...
by PFI Advisors | Jan 20, 2021 | PFI Related
Note: Matt and Reese last conducted a one-on-one interview with each other back in June 2017. That interview took place at a Mexican restaurant over margaritas with chips and guacamole. COVID-19 forced this one to take place at their dining room table,...
by PFI Advisors | Dec 29, 2020 | PFI Related
As 2020 draws to a close, we pause to reflect on the past year here at PFI Advisors. With a global pandemic that forced companies to quickly adopt new processes and rethink the methods by which they deliver service to clients, we continued to focus on being a source...
by Matt Sonnen | Dec 22, 2020 | PFI Related
2020 was a year like no other. As we move into 2021, I wanted to look back at some of the articles we wrote and the lessons we learned as we navigated the crazy roller coaster of a ride this past year. Drawing from our recent end-of-year article for...
by PFI Advisors | Nov 23, 2020 | Operations and Technology, PFI Related
For the third year, PFI Advisors will be participating in the annual #GivingTuesday campaign in a very meaningful way. A commitment of ours since 2018, any RIA that donates $10,000 or more to the Children’s Hospital Los Angeles donation page of...
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...
