Category: Podcasts

6 posts categorized as "Podcasts"


PFI Advisors and Laserfiche Join WealthManagement.com to Discuss “M&A Through the Operational Lens”

August 1, 2018

We have been long-time proponents of the notion that RIAs need top tier technology infrastructure to support growth through M&A.  Many would-be Buyers mistakenly think, “If I’m the one writing the check, it is the Seller who needs to impress me.”  What they often fail to realize is that the current M&A market for RIAs…

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Matt Sonnen Joins Folio Institutional’s Expert Interview Series to Discuss “The Ins and Outs of Breakaways”

June 8, 2018

CEO Matt Sonnen recently sat down with Folio Institutional President Greg Vigrass to discuss, among other things, the Top 3 Questions Every Breakaway Advisor Asks: Should I Stay (at the wirehouse)? Should I Go (to the Independent channel)? If I Go (to the Independent channel), How the Heck Do I Do It? PFI Advisors helps…

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Matt Sonnen Joins Mindy Diamond to Discuss “What it Really Takes to Build an RIA Firm”

May 17, 2018

CEO Matt Sonnen sat down with Mindy Diamond to discuss the lessons he learned from launching Luminous Capital 10 years ago, as well as the advice he gives billion-dollar breakaway teams today that are looking at Independence.  He paints a realistic picture of what it REALLY takes to build an RIA firm, whether you go…

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Matt Sonnen Joins Steve Sanduski’s “Between Now and Success” Podcast to Discuss RIA Technology

February 2, 2018

With the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always…

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Now and Next – The Evolving State of the Broker Protocol

December 28, 2017

Here is a replay of a conversation our CEO Matt Sonnen recorded with Pershing Advisor Solutions’ Ben Harrison, MarketCounsel’s Sharron Ash, and Jordan Schultz of Schultz Consulting. Listen here:

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Guest appearance on “How to Go Independent”

March 31, 2016

Our CEO and Founder, Matt Sonnen, discusses transitioning billion-dollar teams to “Pure Financial Independence” in Sean Kernan’s “How to Go Independent” blog. Listen to the podcast here.

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