The COO Roundtable

PFI Advisors has launched a new 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, as well as general business strategy for the RIA industry.  We hope to shed light on the tremendously important work COOs perform on a daily basis. We believe no RIA can successfully execute an organic or inorganic growth strategy without competent professional management in place.

Join host Matt Sonnen and a panel of COOs, as they share insight on M&A, HR, Technology, and much more. Listen and subscribe below!

EP 3 – Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group

Executive Summary | Transcript

EP 2 – Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray

Executive Summary | Transcript

EP 1 – Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors

Executive Summary | Transcript

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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.