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PFI Advisors Launches RIA Digital Consulting Platform

Tom Burroughes, Group Editor, June 28, 2021

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The offering is designed to help RIAs manage operational and human resources aspects of their firms, among other areas.

PFI Advisors, a consultancy for RIAs, has launched the COO Society, a digital consulting platform for registered investment advisors.

“One of the primary goals of The COO Society is to help independent RIAs benefit from the massive value that dedicated operations professionals bring to their firms’ growth initiatives,” Matt Sonnen, founder and chief executive of PFI Advisors, said. “By breaking down our expertise into digestible pieces that members can consume on their own schedule, we hope to provide RIAs of all size with the skills needed to effectively run their business and drive growth in a profitable fashion.”

Since its launch in 2015, PFI Advisors has worked with operations professionals at 65 RIAs, collectively managing more than $230 billion in assets.

“As we discuss on our COO Roundtable podcast every month, RIA operations professionals are usually too busy to attend a webinar in the middle of the day.  We’ve designed The COO Society to allow members the ability to gain practical education at any time of day or night, or even on the weekends,” Sonnen said. 

The COO Society can help RIAs manage operational and HR aspects of their firms, tie operations' decisions to compliance requirements, improve workflows and increase the overall scale and efficiency of the firm.  

The platform will feature monthly interviews with vendors, consultants, and leaders of influence. The first set of interviews include industry luminaries such as Mark Tibergien, Julie Littlechild and Kelli Cruz. 

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