The COO Roundtable

In 2019, PFI Advisors will launch a new quarterly podcast featuring COOs and operations leaders from large RIAs around the country. With this podcast we will create an open discussion about operational and technology best practices for the rest of the industry, and shed a light on the tremendously important work COOs perform on a day to day basis. We believe no RIA can successfully execute an organic or inorganic growth strategy without professional management in place.

Join host Matt Sonnen and a panel of COOs, as they share insight on M&A, HR, Technology, and more. Subscribe below to listen to our preview episode now, and look for our premiere this January!

EP 00 – Introduction to COO Roundtable.

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COO White Paper

Download PFI’s COO White Paper released October of 2018

PFI Blog

Find more insights on operations, technology, Human Resources and more on the PFI Blog.