by COO Society | Jan 9, 2019 | COO Best Practices
In late October, we released our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers,” the sixth installment in our industry series. Our goal was to uncover the benefits of professional...
by COO Society | Nov 12, 2018 | Operations and Technology
PFI Advisors will be participating in this year’s #GivingTuesday in a very meaningful way. Any RIA that donates $10,000 or more to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen will receive a free Operational Diagnostic*. ...
by COO Society | Oct 29, 2018 | COO Best Practices, White Papers
PFI Advisors (“Promoting Financial Independence”) announced today the release of a new industry report (the sixth in its continuing educational series) on an often overlooked topic facing independent RIAs: how to leverage professional management –...
by COO Society | Aug 1, 2018 | COO Best Practices, M&A, Operations and Technology
We have been long-time proponents of the notion that RIAs need top tier technology infrastructure to support growth through M&A. Many would-be Buyers mistakenly think, “If I’m the one writing the check, it is the Seller who needs to impress me.” What...
by COO Society | Jul 9, 2018 | Entrepreneurship
Layla – you left us one year ago, at 3:58am on July 8th, 2017, in your mother’s arms, surrounded by your dad and big brother Luke, and more love than we ever thought possible. There was no name for your brain disorder, no prognosis, no medical protocol to follow...
