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It was an incredible honor for Matt to be a guest on Michael Kitces’ hugely successful podcast, the Financial Advisor Success Podcast.  Matt and Michael spoke in detail about:

  • The value operations professionals bring to RIAs (whether their title is Ops Manager, Director of Operations, COO, etc.)
  • Where RIA owners can find these individuals
  • The need for training resources and how The COO Society was developed for that very purpose
  • Matt’s career path that led him to launching The COO Society in 2021 and the bumps in the road along the way, including his daughter Layla’s medical complications that were diagnosed 31 days after launching PFI Advisors with his wife and business partner, Larissa Sonnen

To listen to the interview, click here.