by Matt Sonnen | Jul 16, 2019 | COO Best Practices, Operations and Technology
Advisors looking to grow their business must constantly grapple with client acquisition costs. As advisors struggle to differentiate themselves and the services they offer, many have concluded that providing a higher touch to existing clients and working to gain a...
by Matt Sonnen | Apr 24, 2019 | COO Best Practices, M&A, Operations and Technology
PFI Advisors has written a lot around the operational side of M&A, and how important it is for firms to think through not only deal structure and valuation, but the planning process around integrating the two firms into one cohesive company once the deal...
by Matt Sonnen | Apr 16, 2019 | COO Best Practices, Operations and Technology
Anders Jones of Facet Wealth recently wrote that as RIAs approach the elusive $1 billion AUM milestone, they need to be increasingly cognizant of their profit margins and resources needed to service their clients. The goal of any RIA is to provide high-touch...
by Anna Maria Garcia | Apr 8, 2019 | COO Best Practices, Operations and Technology
Technology reporter Ryan Neal’s recent article offered a refreshing (and interesting) perspective of problems RIAs often face with their technology suite of systems. He provided an entertaining spin on this common challenge for firms, likening popular Netflix...
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 Larissa Marcontell Sonnen | Oct 12, 2018 | COO Best Practices, Operations and Technology
RIAs regularly review their clients’ financial goals and portfolios. They should also service themselves with the same care and consistency with an internal review of their technology infrastructure and back office. This analysis should cover the following core...
