by Anna Maria Garcia | Mar 21, 2018 | COO Best Practices, Operations and Technology
As an operations and technology consulting firm that works with both breakaway advisors and existing RIAs in growth mode, we have become adept at project management and the importance of maintaining a strict schedule with many moving parts. Building an RIA from...
by Anna Maria Garcia | Dec 16, 2016 | Entrepreneurship
PFI Advisors’ Analyst, Anna Maria Garcia, suggests Millennials seek a mentor that leads with values in the beginning development of their career. “Millennials and their entry into the workforce” has been a hot topic as of late. Plenty of articles have been written...
by Anna Maria Garcia | Aug 24, 2016 | M&A
For an RIA, onboarding a wirehouse advisor or advisory team and incorporating them into your firm is an intriguing concept, but seems daunting to most. The biggest question RIAs always have is, “Where do I begin?” There are often so many unfamiliar nuances...
