by Matt Sonnen | Dec 12, 2019 | Business Development, COO Best Practices
Following the success of our COO white paper and personal enjoyment of interviewing the profiled COOs at the end of 2018, we at PFI Advisors declared 2019 to be “The Year of the COO.” We launched our COO Roundtable podcast in January and have spent the entire...
by Matt Sonnen | May 24, 2016 | Business Development
Envestnet was kind enough to invite me to participate in a panel discussion last week at their Advisor Summit in Chicago. The topic was “Growing Your Firm’s Top Line Through The Headwinds.” I arrived to the session with prepared remarks in line with our M&A...
