We founded PFI Advisors with the idea that “There has to be a better way…” Financial advisors, either those leaving the wirehouse community to establish their own RIAs, or advisors at existing RIAs, have been leveraging their future to receive simple operational support. We feel you shouldn’t need to sell precious equity or sign a painful long-term AUM-based contract in order to qualify for services designed simply to help you increase revenues and/or reduce expenses.

For a simple consulting fee, PFI Advisors will help wirehouse advisors establish their brand new RIA; provide existing RIAs with Operations and Technology consulting; and deliver M&A Integration Support for firms that have just closed a merger and are asking, “How do we achieve the economies of scale everyone has promised us?”

With this blog, we hope to provide readers with valuable content, written by us and other industry experts, which will educate and motivate you to run a better, more efficient business. As hugely successful as the RIA industry has become, it amazes us every day how small and fragmented it continues to be. With our blog and other services, PFI Advisors hopes to share our knowledge (both our past successes and mistakes) with the industry at large.

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