Category: Podcasts

14 posts categorized as "Podcasts"


The COO Roundtable, Episode 6 Featuring Jeff Concepcion, Nancy Andrefsky, and Lou Camacho

June 3, 2019

In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion!  Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview.  Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves…

Read More


Top 5 Lessons Learned from Episodes 1-5 of The COO Roundtable

May 7, 2019

We’d like thank everyone who has listened, subscribed, and given feedback on The COO Roundtable thus far.  We’ve really enjoyed conducting these interviews and hearing all your reactions.  Our interviews to date have included ten operations professionals at nine multibillion-dollar RIAs across the country accounting for over $30 billion in client assets under management.  With…

Read More


The COO Roundtable, Episode 5 Featuring Heather Fortner & Lucas Winthrop

May 1, 2019

In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management.  SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1…

Read More


The COO Roundtable, Episode 4 Featuring Tom Harms & Stacey McKinnon

April 1, 2019

In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management.  Summit Trail Advisors manages about $5.2 billion in client assets across five office locations: New York City, Chicago, San Francisco, Boston, and Washington D.C.  Morton Capital Management, located…

Read More


The COO Roundtable, Episode 3 Featuring Trevor Chuna & Shaun Kapusinski

March 4, 2019

In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion.  Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology…

Read More


The COO Roundtable, Episode 2 Featuring Gary Bonner & Mike Lee

January 29, 2019

In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray.  Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs.  Matt,…

Read More


The COO Roundtable, Episode 1 Featuring Jeff Fuhrman & Tony Craun

January 22, 2019

In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors.  These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.”  Matt, Jeff, and Tony discuss…

Read More


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…

Read More


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…

Read More


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…

Read More