Category: PFI Related
17 posts categorized as "PFI Related"
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…
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…
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…
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…
