PFI Advisors' Matt Sonnen to Host Monthly Video Conference with Members of The COO Society

LOS ANGELES, March 16, 2022 /PRNewswire-PRWeb/ -- Based on user feedback, PFI Advisors is thrilled to announce that Founder and CEO, Matt Sonnen, will host a monthly video conference with all members of The COO Society. The digital consulting platform provides industry-leading insight and best practices on how to better position an RIA for both organic and inorganic growth. The inclusion of a standing monthly video conference will be a tremendous value-add for members of The COO Society looking to connect, pose questions to one another, and share real life RIA operations best practices.

"Members often submit follow-up questions via the Discussion Forum after completing one or more courses," says Matt Sonnen, the architect of The COO Society and creator of the new monthly coursework continually added to the platform. "Asking these questions during a 'face to face' video conference will lead to conversations grounded in specific context and nuances of RIA operations and will drive deeper engagement among our members." Sonnen admitted this feature was missing when the platform first launched in June 2021. "Frankly, I didn't know these busy operations professionals could make time for another meeting on their calendars, but there has been tremendous demand for such an opportunity, so we are excited to add it to the value members receive every month!"

The COO Society focuses on three learning paths: Technology, Human Resources, and Business Administration. Each path offers multiple courses on key RIA topics in addition to interviews with industry leaders and subject matter experts. As the first and only digital education platform dedicated to RIA operations professionals, The COO Society is an invaluable resource for anyone from a new client service associate to a veteran COO. Now, with the inclusion of a monthly video conference, members will have even more ways to connect with other industry professionals on the platform, along with guidance from PFI Advisors.

"Since 2008, I've been a proud member of the RIA operations community because everyone is so open to sharing best practices with one another – I'm thrilled to offer another avenue for them to do just that!" concluded Sonnen.

To learn more about The COO Society, click here.

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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 digital consulting platform, The COO Society, PFI Advisors strives to educate the RIA industry on how to build more impactful and profitable enterprises. For breakaway advisors, PFI Advisors manages full RIA set up and transition to Independence, including office buildout, RIA infrastructure development, client transition, and billing services – all for a simple consulting fee. There is no complicated long-term AUM fee structure or equity stake required to build the firm's future and provide advisors financial independence.

Media Contact

Sandra Saldana, PFI Advisors, 1 (424) 336-9750, [email protected]

SOURCE PFI Advisors