For the 5th Year, PFI Advisors Announces its participation in #GivingTuesday

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#GivingTuesday is recognized as an international day of giving at the beginning of the holiday season; PFI Advisors will do its part by donating all proceeds to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen when RIAs purchase an annual subscription to The COO Society between now and year end.

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For any RIA that purchases a full year’s subscription to The COO Society between now and year end, PFI Advisors will donate all proceeds to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen.

PFI Advisors announced today that for the fifth year in a row, the firm will again participate in the #GivingTuesday campaign. For any RIA that purchases a full year’s subscription to The COO Society between now and year end, PFI Advisors will donate all proceeds to the Children’s Hospital Los Angeles donation page of Layla Paige Sonnen. The COO Society is an online coaching and community platform built for RIA operations professionals of all levels. Courses within the platform provide relevant information for RIAs of all sizes and helps them hone the skills needed to effectively run their business and drive growth in a profitable fashion. In addition to the course content and recorded virtual consultations with our founder and CEO, Matt Sonnen, members can engage via the Monthly Member Meetup or the Discussion Forum to share best practices and ask the group for operational advice.

Celebrated on the Tuesday following Thanksgiving, #GivingTuesday kicks off the charitable season, when many plan for their holiday and end-of-year giving. PFI Advisors has always highlighted charities close to its team members’ hearts. The Sonnen family became especially close with Children’s Hospital Los Angeles when their daughter, Layla Paige, suffered a seizure at 6 months old and spent the next 22 months battling a brain disorder under the care of CHLA. Layla ultimately succumbed to her condition on July 8, 2017, but the Sonnen and PFI family continue to look for ways to give back to the organization that holds such a special place in their hearts.

To learn more about PFI Advisors, visit http://www.pfiadvisors.com. Follow us on Twitter and LinkedIn, or subscribe to our blog and podcast.

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About PFI Advisors

PFI Advisors ("Promoting Financial Independence") was founded in 2015 with the following mission in mind:

To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients.

PFI Advisors is an operational consulting firm that supports the unique back office, technology, and operational needs of RIAs in growth mode. PFI Advisors conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support. The firm announced the launch of COO Resource in January 2018, an ongoing retainer-based service in which RIAs and their Chief Operating Officers can leverage the knowledge and expertise of PFI.

Through its popular podcast The COO Roundtable and newly released digital consulting platform The COO Society, PFI Advisors strives to educate the RIA industry on how to build more impactful and profitable enterprises.

About Children’s Hospital Los Angeles

Children’s Hospital Los Angeles is one of the nation’s leading pediatric hospitals. True to our mission, we have been creating hope and building healthier futures since 1901. We deliver a level of care that’s consistently recognized as some of the best in the world.

Award-winning pediatric services at Children’s Hospital include a safe, comfortable experience for your entire family. From child-sized equipment to unique amenities and care focused on your family, CHLA is a trusted destination for your infant, child or teen.

At CHLA, more than 6,500 employees and nearly 900 physicians are here to give every child the care they need. With our research, specialists and family-first approach, we’re continually developing the best practices of today and setting the standards of tomorrow.

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Sandra Saldana