Category: Podcasts

11 posts categorized as "Podcasts"


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…

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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…

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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,…

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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…

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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…

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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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