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 breakaway advisors navigate the numerous (and sometimes overwhelming) technology decisions they face when building an RIA. Matt and Greg discuss topics ranging from the three primary areas established advisory firms struggle with technology; how technology plays a part in M&A transactions; and how alternative investments can combat the impact of robo advisors.