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Matt Sonnen
CEO and founder, PFI Advisers
Matt Sonnen is CEO and founder of PFI Advisors.
RIAs
Why RIAs need a COO
A chief operating officer can be a firms' secret weapon for growth.
By
Matt Sonnen
November 30
Succession planning
A new twist on succession planning urgency
Not planning is the biggest risk that advisers can take.
By
Matt Sonnen
May 4
RIAs
How RIAs can compete in the lending game
Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.
By
Matt Sonnen
March 15
Robo advisors
Advisers already have all the tools to beat robos
Data and a personal touch can net the young client who everyone fears will go to a digital platform.
By
Matt Sonnen
November 23
Practice management
4 necessary considerations before going independent
Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.
By
Matt Sonnen
September 2
Invest Insights
You already have all the tools to beat robos. Get started.
Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.
By
Matt Sonnen
June 15