Matt Sonnen

founder and CEO, PFI Advisors

Matt Sonnen is founder and CEO of PFI Advisors, an operations and technology consulting firm for RIAs. Follow him on Twitter at @mattsonnen_pfi.

@mattsonnen_pfi

Matt’s Recent activity

The Path to RIA Ownership on the Operations Track

Jul 06, 2020

There’s no worn path to ownership for operations staff. They must take it upon themselves to create their own opportunities.

Will COVID-19 Change the Way We Work Forever?

Jun 16, 2020

Physical space will be reduced, office layouts will be adjusted, and shifts of employees coming in and out of the office will be instituted.

If David Lee Roth Owned an RIA, How Would He Handle COVID-19?

May 12, 2020

What would Diamond Dave do (WWDDD)?

How Top RIA COOs Are Responding to COVID-19

Mar 27, 2020

A business continuity plan is not just a document. Here’s how COOs at top RIAs are putting their plans into action under current conditions.

Client Portal: Build or Buy?

Mar 12, 2020

An RIA that chooses to spend its money on building a client portal is expending its resources on the wrong things, PFI's Matt Sonnen writes.

Operational Excellence Drives Sales Growth

Feb 11, 2020

Clients are much more inclined to leave an advisor due to an operational snafu than for investment performance.

Post-Merger Integration: 'Yes' Is Nothing Without 'How'

Jan 13, 2020

Making a deal isn't the most important thing—it's making one that's a right fit and can actually be implemented.

What Is Advisors' Time Worth?

Dec 11, 2019

Is a COO right for your practice?

Not All Integrations Are Created Equal

Nov 11, 2019

RIAs must start with integrable systems, then apply their own blood, sweat and tears to make them integrated.