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EP 32 - Overview of Our New Digital Consulting Platform

For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been receiving about our new digital consulting platform, The COO Society.  PFI Advisors offers one-on-one consulting services on a project or retainer basis, but we also wanted to create a DIY consulting platform for RIAs looking to gain access to our insights at a lower price point.  Our industry does a great job of providing sales training to advisors, and there are a lot of certifications investors and even compliance professionals can pursue, but we felt there was a void in educational and training resources available for those trying to educate themselves on how to run an RIA and position it for growth.  We are driven to fill that void with our latest consulting offering, The COO Society.

Be sure to listen to the end of the episode, where we provide a promo code to get a discount on your first month’s membership!

For a sample of what the course material looks like, please watch this 4-minute clip from our latest course detailing Key Performance Indicators.

You can view a PowerPoint presentation highlighting the key components of the platform here.

Thank you for being a continued listener to the COO Roundtable Podcast!

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