Larissa Sonnen @reesesonnen_pfi
Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability @pfiadvisors pfiadvisors.com Los Angeles, CA Joined September 2015-
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If you haven't already, be sure to subscribe to The COO Roundtable podcast! Every month, I sit down with COOs of top-ranked RIAs to learn how they juggle their myriad responsibilities and help their organizations continue their growth trajectory! pfiadvisors.com/coo-roundtable/
Our latest article breaks down the most common reasons buyers jump into the M&A game. From acquiring new talent, new services, or propelling inorganic growth, buyers must offer a compelling pitch to sellers. pfiadvisors.com/common-drivers…
Amy Lynch advises: "This may be the most aggressive SEC since the mid-nineties. Firms need to conduct an evaluation of their compliance program and “kick the tires” via a mock audit if they have not done so within the past three years." @ThinkAdvisor thinkadvisor.com/2023/04/03/do-…
.@MichaelKitces reminded our members that as the financial planning profession continues to evolve, the most important metric to track will be, "What % of our recommendations actually get implemented?" #TheCOOSociety
.@CommonwealthFN and @cerulli_assoc offer 5 central themes that help top advisors operate more efficiently than their peers. @wealth_mgmt wealthmanagement.com/business-plann…
In this article for @wealth_mgmt, @mattsonnen_pfi tackles an important concept that many RIA owners struggle with: delegation. “If growth is your goal, you must learn to embrace the power of delegation, or resign yourself to being the firm’s bottleneck.” wealthmanagement.com/business-plann…
In Ep 51 of #TheCOORoundtable, Vince Crane of Flower City Capital shares his view on the importance of culture at a growing RIA. Listen to the full episode here: pfiadvisors.com/the-coo-roundt…
.@hsgrove writes, "When you step outside the strict scope of wealth management, your client interactions will reveal more info & insights about them that help you expand your understanding and allow you to offer better, more targeted services." @FAMagazine fa-mag.com/news/the-case-…
.@EricRClarke on new @orionwealthtech research, “Our survey confirmed that the majority of advisors who integrated their tech effectively were also growing more rapidly.” @FAMagazine fa-mag.com/news/advisory-…
For Ep 51 of #TheCOORoundtable, we spoke with Vince Crane of Flower City Capital & Zach Morris of @Paces_Ferry. We discussed how they design their firms with future scalability in mind, how they each impact their firm's culture, hiring, and much more! pfiadvisors.com/the-coo-roundt…
Our Trading & Rebalancing course discusses what the modern trade ticket system looks like inside efficiently run RIAs. #TheCOOSociety
Former SEC Chairman Harvey Pitt: “The growth in the (RIA) industry simply makes it impossible for the SEC to keep up. The SEC could facilitate this development by encouraging RIAs voluntarily to join a private sector regulatory body.”@ThinkAdvisor thinkadvisor.com/2023/03/08/ria…
In our Compliance course inside #TheCOOSociety, we explain how RIA professionals heading up Operations often get tasked with the role of Compliance as well.
.@DavidDeVoe1 writes, "Advisors who serve their clients well during this time, and follow up with appropriate engagement, will be rewarded with a surge of growth that nearly always follows a crisis." @finplan financial-planning.com/opinion/the-ba…
We've recapped some of the best lessons we've learned from our fantastic guests in episodes 46-50 of #TheCOORoundtable. Check them out to see how you can "own your career," the impact Operations has on firms, outsourcing key functions, and much more!pfiadvisors.com/top-5-lessons-…
Looking for organic growth at your RIA? Build "quality client service processes that generate loyal clients and [create] clear systems and technology for employees to use and follow," writes @AngieHerbers @wealth_mgmt wealthmanagement.com/business-plann…
Barrett Schultz writes, "Compliance is a lesson in embracing change, adapting to ever-changing rules and regulations, and welcoming them while figuring out the best way to incorporate and translate them beneficially." @AdvPerspectives advisorperspectives.com/articles/2023/…
Michael Nessim of Kingswood U.S. writes, "The environment has changed...Acquiring firms will need to adjust their asset growth projections and sellers will need to be more realistic about what their businesses are worth." @investmentnews investmentnews.com/mergers-acquis…
During Episode 50 of #TheCOORoundtable, Scott Brown of Pinnacle Associates described how he approaches goal setting for the firm. You can listen to the entire interview here: pfiadvisors.com/the-coo-roundt…
Engaged and motivated employees are critical to RIA growth - our latest article advises that in order to retain good employees, RIAs must structure their development around what each individual values most... pfiadvisors.com/why-employee-d…
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
Joe Anthony ~ Financi.. @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Jay Coulter, CFP® & .. @sjaycoulter
31K Followers 13K Following Simpler Portfolios = Better Client Outcomes | Chief Investment Strategist at @OpalInvest_ & @ResilientWealth | @Resilientadvsr | 🎙️ @finadvisorTV Posts≠Advice
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Schwab4RIAs @Schwab4RIAs
13K Followers 716 Following The Charles Schwab handle that provides news, insights, and updates relevant to independent investment advisors. https://t.co/0Ld2jUxmmV
Citywire RIA @CitywireRIA
4K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S. 🇺🇸 | HQ: @Citywire
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Matt Sonnen @mattsonnen_pfi
1K Followers 521 Following Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Courtney McQuade @CourtMcQuade
4K Followers 3K Following Head of Digital @MarketsGrp | Buffalo Wings Pro | #WomenInFinance | @SoulCycle enthusiast | @Yankee Fan
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]
Aspasia @saragai58687208
3 Followers 678 Following
Nethes @Nethes442444
25 Followers 2K Following
Fempina @fempina65563
128 Followers 1K Following
Rita Oakman @RitauvOakman
41 Followers 1K Following Gathered on the site of girls from all US states 😉 They are ready to meet Some have naked profile photos! Watching this https://t.co/CrSZJWYRrD
idxshares @idxsharesETFs
100 Followers 83 Following At IDX, quantitative research drives transparent, systematic ETF strategies that seek to provide better risk-adjusted investment exposures.
Bud Fox, MBA, M.Ed @OakmontAdvisors
186 Followers 920 Following Professor/Investments 25+yrs, 🔥 Those who can make you believe absurdities, can make you commit atrocities. ~ Voltaire
FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
Alpha Pointe Capital-.. @AlphaPointeCap
438 Followers 3K Following Wealth Management and 401k for Emerging Industries Executives and Companies i.e. Canna, Cyber, Computer Software... Invest in Strength.
bbr @BBRConsults
2K Followers 3K Following I help professional services firms develop & implement their marketing strategy, serve as an outsourced marketing director & offer DEI training and consulting.
STOCKGROVE BROKERS @StockgroveB
18K Followers 3K Following Access global CFD markets, market updates and expert analysis. Partner of the @ATPTour. All trading involves risk. General advice only. 13055144
michael Sichilongo @michaelSichilo3
101 Followers 347 Following
Henry Zelikovsky @Softlab360CEO
103 Followers 254 Following CEO of Softlab360, offering software product engineering and deep domain expertise.
Tatsi Young (MR FRIDA.. @tatsi_young
43 Followers 307 Following Tatsi Young Isaac is my name, I'm dark complexion seven feet tall I'm self employed.
natalia @natalia70394662
8 Followers 155 Following
Tom Rianhard @TRianhard
1K Followers 4K Following Tweets are for informational purposes only. Ira's, 401K's, traditional accounts. Growth and Income. Risk Analysis.
mustpha @mustpha42763003
90 Followers 134 Following
Robert Wunderlich @RobertW99900777
98 Followers 322 Following I'm forgiving all who wronged me in my life. Remember in order to receive God's Blessings you have to forgive evil people who wronged you. Stop gun violence.
Spenser Segal @spenseractifi
1K Followers 1K Following Helping advisors and institutions deliver world class advice to their clients more profitably and effectively!
Jacob Vaiden @jvaiden28
39 Followers 176 Following
saddiq @mdsaddiq_93
26 Followers 608 Following
MarketMaster88 @MarketMaster88
983 Followers 5K Following Private Investor. Interested in Crypto, Commodities & Fintech! Hold #SYME #Cardano #VeChain. Cannot understand non invested troll behaviour! 📈
Advyzon @advyzon
902 Followers 411 Following Portfolio management/performance reporting, trading & rebalancing, billing, CRM, client portal, and document storage. All-in-one solution for financial advisors
David DeCelle @DavidDecelle
194 Followers 423 Following
PJ @PJinAustin
2K Followers 5K Following MPA: Healthy Policy. Politics & Election Law Nerd, Health Care & Invisible Disabilities Advocate, Occasional Flutist, Mom & Cat Wrangler. #BlueCrew 💙🌊 💜
Liz Butler @liz2664
227 Followers 1K Following
@brett7three is Still.. @PlanetStartups
2K Followers 4K Following @ElonMusk, Where is my account (@brett7three)? The #DeepState is the Number One enemy of the #USA. Victim of #censorship.
Stellar is the way! @StellarXLMhodl
3K Followers 3K Following ALL IN ON $XLM plus some | NOT FINANCIAL ADVICE. #metaverse #crypto #NFT #STELLARFAMILY #XLMmemes #FANart 🚀🌈💫🔥
Jan @Jan58593688
65 Followers 5K Following ❕‼️ I'm Jаn!☄️ Hеre is my album and my naкеd рictuгe!)) Vote foг me, bаbу:😃 https://t.co/5QDWb6hyXc
UpTick Recruiting @uptickstaffing
140 Followers 1K Following At UpTick Financial, we are dedicated to developing relationships with our clients and addressing their hiring needs. 👋contact us today! marc@uptickrecruiting
Brian Hill @HuskerBri007
23 Followers 224 Following
Manjulagowrichandra @StockEntire
385 Followers 5K Following CEO,Chief Financial Advisor & FOUNDER of VIJAYAPRADA FINANCIAL ADVISORS & ECONOMIST,MBA(Finance),Trader,Value Investor & Technical Analyst of Markets.
David Blake @DavidBl85965918
68 Followers 5K Following
Blessed @Blessed07579147
360 Followers 1K Following
Arhdjowa Bambi Cute @arhdowa
6K Followers 6K Following ...you just want to injure me with that thing...lol😋😋😋😄😄😄
Rouz Bruce Rawji CEO .. @BruceRouz
764 Followers 5K Following https://t.co/3YgKoh67to https://t.co/N34j1OYTIr
who knows @computercop13
189 Followers 3K Following Internet Poet Laureate 2019-🚀 play nice in your sandboxes 😇🙃💽 #VET aka Jane aka HRH $djmf1🦿🦻🏼
Spencer Kenley @SpencerKenley
0 Followers 47 Following
Stephanie Cochran @mrsscochran
18 Followers 1K Following
Joshua Tomolak @JTomolak_DC
21 Followers 56 Following Recruiter and Consultant for Financial Advisors @DiamondConsults. Deep Sea Navy Diver. Husband. Great Dane Dad.
FutureVault @FutureVault
928 Followers 4K Following Take your enterprise, advisor, and client value proposition to the future with the Client Life Management Vault. Automate, protect, engage, scale.
Scott Womack @WomackScott
37 Followers 124 Following
Sycamore Company @SycamoreCompany
312 Followers 754 Following We're revolutionizing #brokerdealer #wealthmanagement and #RIA #backoffice operations with a modern, fully integrated, cloud platform for the #homeoffice.
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
MarketCounsel @MarketCounsel
2K Followers 247 Following MarketCounsel Inside Information Feed. Food for clients, industry press, trusted partners and others that really dig us. By the way, the feeling is mutual.
Aaron Schumm @AaronSchumm
2K Followers 2K Following Trying to fix a problem. @Vestwell (Founder, CEO), @FolioDx (Co-Founder, Acq by @EnvIntel), @Quovo (Acq by @Plaid), @Vestorly, @WeAreOfColor
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Bill Winterberg, CFP�.. @BillWinterberg
24K Followers 11K Following Financial/wealth technology strategy. Content producer. Pinball player. Road trip connoisseur. Former homeschool dad @LeapFrog @HP @AdvicePay
RIABiz @RIABiz
14K Followers 419 Following RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Joe Anthony ~ Financi.. @joeanthony
3K Followers 4K Following President @GregoryFCA helping finserv brands grow their marketplace visibility through PR, digital marketing, social media, savvy content, etc.
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Jay Coulter, CFP® & .. @sjaycoulter
31K Followers 13K Following Simpler Portfolios = Better Client Outcomes | Chief Investment Strategist at @OpalInvest_ & @ResilientWealth | @Resilientadvsr | 🎙️ @finadvisorTV Posts≠Advice
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Liv Gagnon 🎵 @LIVgagnon
1K Followers 914 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Schwab4RIAs @Schwab4RIAs
13K Followers 716 Following The Charles Schwab handle that provides news, insights, and updates relevant to independent investment advisors. https://t.co/0Ld2jUxmmV
Peter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Suleman Din @sulemandn
1K Followers 533 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
Matt Sonnen @mattsonnen_pfi
1K Followers 521 Following Chief Operating Officer - Coldstream Wealth Management Creator - The COO Society Host - The COO Roundtable Podcast
Lolly Daskal @LollyDaskal
1.2M Followers 1.1M Following Dedicated to bringing Heart Based Leadership to organizations & individuals |Coach |Consultant |Speaker |Columnist| Best Selling Author: The Leadership Gap
Taye Diggs @TayeDiggs
628K Followers 641K Following I'm serious chocolate and don't get it twisted. https://t.co/AjINiSHMHu @CWAllAmerican All American Host @CriticsChoice
Deborah @Deborah60081631
6 Followers 20 Following
Kimberly Foss, CFP®,.. @KimberlyFossCFP
3K Followers 4K Following President and founder of Empyrion Wealth Management / Mercer Advisors
Caitlyn Foster @CaitlynMFoster
1K Followers 5K Following Financial Services PR @GregoryFCA | [email protected] | #Finserv #RIAs #ETFs #investing #ESG #Philly
Jessica Perez @jessicaperezJE
281 Followers 348 Following VP of Business Development | Life Changer| Includer| Mom| Wife| Securities offered though Cetera Advisors Network, Member SIPC https://t.co/0ZqgzBIRjy
Julia Carlson @JuliaCarlson_
10K Followers 6K Following Inspired #CEO, #Entrepreneur, #Mom, #Health, #Wealth Advisor ⭐️ Securities offered through LPL Financial, Member SIPC https://t.co/qSpAmPGHeQ.
Katie Cullen, CFP® @KatieCullen55
271 Followers 428 Following Strategy & Innovation | Collaborator | Hockey Mom | Connector | Ironman | Veteran
Sandra Saldana @Sandra_PFI
28 Followers 39 Following Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability
Jay Veale @Jay_PFI
122 Followers 368 Following Intuitive Infrastructure + Cohesive Culture + Alleviating Advisor Time = Profitability @pfiadvisors
CalNonprofits @CalNonprofits
6K Followers 4K Following The California Association of Nonprofits is the voice of California's nonprofit community. Tweets are not endorsements.
Brent Brodeski @BBrodeski
132 Followers 332 Following
John Scanlon @JohnScanlon45
4K Followers 3K Following Husband, Dad, Sports Fan, Bad Golfer, Chicago Financial Advisor, AIF®, #Retirement, #Investments, #401(k), #IRA, #529, #LifeInsurance, #Music, #FinTech
Advizr @Advizr_Inc
1K Followers 655 Following Orion acquired Advizr in July 2019 to elevate its client experience and financial planning offering. Sign up now for access to Advizr: https://t.co/HHeRXHr64p
RedBlack Software @teamredblack
410 Followers 1K Following #PortfolioRebalancing, #Trading, #OrderManagement and #Compliance solutions for #FinancialAdvisors, #WealthManagers, and #FamilyOffices
Folio Institutional @FolioAdvisor
350 Followers 335 Following A leading provider of an integrated brokerage/custodial platform featuring cutting edge trading, portfolio management tools, and private placement capabilities.
Ray Hennessey @Hennesseyedit
11K Followers 4K Following CEO of Vocatus. Former editor and news director @Entrepreneur, @FoxBusiness, @DowJones, @WSJ, @SmartMoney. Proud grad of @TCNJ, @SPPrep
Blue Sky MLS, Inc. @BlueSkyMLS
1K Followers 4K Following Over 30 years in Blue Sky Laws, Regulation, Research, & Surveillance. Compliance services for the entire investment community. 1-800-23-BLUESKY
Matthew Wolniewicz @mwalno
1K Followers 258 Following President @Income_America, board advisor @QPAadvisors, advocate for innovative #retirementsolutions #fintech #fiduciary #401k @MissouriState & proud #Dad
George Cattat @George_FourOaks
659 Followers 1K Following Investment Strategist,President of Four Oaks Financial LLC,Financial Planner, Father,Tech Nerd,Securities offered through IFP Securities, MemberFINRA/SIPC.
Capitect @capitect
470 Followers 1K Following Get Modern Performance Reporting, Billing, and Rebalancing For #FinancialAdvisors
Kevin Nichols @KevinANichols
2K Followers 186 Following Author of The Indispensable LinkedIn Sales Guide for Financial Advisors View on Amazon https://t.co/K1GUN6soQ8 | Stephen and Kevin Show https://t.co/CqVcVPFopW
Stephen Boswell @StephenBoswell
1K Followers 91 Following Author of Best Practices of Elite Advisors View on Amazon https://t.co/BiYZovq16A | Co-Host of The Stephen and Kevin Show https://t.co/zBicMSzLtQ
Julian E. Lopez @JulianLopezCS
152 Followers 437 Following
Walt Bettinger @WaltBettinger
6K Followers 312 Following CEO & Co-Chairman of the Board of Directors of @CharlesSchwab #FinServ, #Leadership, #Innovation & #CustomerLoyalty Disclosures: https://t.co/pVAQ61Xgm3
Paul Lally @plally65
8 Followers 53 Following
Thomas D. Giachetti @ThomasGiachetti
260 Followers 184 Following Chair of the Securities Practice Group of Stark & Stark, recognized author and commentator on investment-related legal matters.
Mark Elzweig @Elzweig
335 Followers 563 Following We are executive recruiters who work with financial advisors at wirehouse, regional and independent firms and publish a widely-read newsletter for advisors.
CFA Society Los Angel.. @CFA_LA
2K Followers 162 Following CFA Society Los Angeles is a network of 2,400+ investment management professionals. Celebrating 90 years, founded in 1931. Member society of @CFAInstitute.
Allworth Financial @AllworthRetire
1K Followers 1K Following Investment advisory firm dedicated to providing #financial and #retirement planning education to improve the world, rather than just sell a product.
Steph Bartup @Steph_Bartup
126 Followers 107 Following Magazine editor living in New York. UK born and bred.
Kyle Hiatt @kyleh2
221 Followers 249 Following #fintech exec, husband, father of 3, stlcardinals|creighton|huskers fan
David Brooks @nytdavidbrooks
255K Followers 1K Following Op-Ed columnist, @nytopinion. Author of The Road to Character, The Social Animal, and Bobos in Paradise.
Amy Florian @Amy_Florian
1K Followers 644 Following Author of "No Longer Awkward" and "A Friend Indeed". CEO, speaker, Thanatologist, teacher on grief and life transitions.
Arthur J Lubin @ArthurLubinMS
2K Followers 3K Following Arthur Lubin SVP Financial Advisor at MS provides investment strategies to Ultra High Net Worth clients. For more info please visit my website. NMLS#: 1262280
Marion Asnes @marionasnes
2K Followers 755 Following Marion Asnes is president of Idea Refinery LLC, a consultancy specializing in marketing strategy, messaging and content.
Taylor Schulte, CFP® @DefineFinancial
7K Followers 982 Following Define Financial • @Investopedia Top 5 Advisor • @TheAdvisorGC • Experiments in Advisor Marketing Podcast • Stay Wealthy Podcast • @Kiplinger contributor
Larry Roth @Rlarryroth
259 Followers 196 Following Private investor and strategic advisor in retail financial services space / Former CEO AIG Advisor Group (now Osaic), Cetera Financial Group
Eric Thurber @ethurber
111 Followers 126 Following Founder and Managing Director of Three Bridge Wealth Advisors
Jared Podnos @jpodnos
2K Followers 936 Following Banking & Point-of-Sale Partnerships @ Square 🏦 ⬜️ | Previously @Twitter 💾🤝 & @FactSet 👨🏻💻📈 | Proud Husband and Father 👨👩👧👦
InvestCloud Inc. @InvestCloud
2K Followers 3K Following InvestCloud is an award-winning Digital Platform offering first-class, cloud-based, financial solutions.
Buckingham Strategic .. @BuckinghamSP_
643 Followers 352 Following Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors.
Jill Malandrino @JillMalandrino
20K Followers 3K Following Global Markets Reporter @Nasdaq & Host @TradeTalks #CapitalMarkets #DigitalAssets #Web3 @RutgersU @RutgersCommInfo Grad @UMass Undergrad #PIC @DonaldKey
Investment Advisor @InvestAdvMag
18K Followers 4K Following Led by Janet Levaux (@Think_JanetL), the print publication of @ThinkAdvisor covers news, trends & VIPs impacting financial advisors and their investor clients.
iCapital @icapitalnetwork
3K Followers 100 Following #fintech platform changing the way #alternativeinvestments are bought & sold with solutions for advisors, their clients & asset managers. 2023 Forbes #Fintech50
AssetMark @AssetMark
2K Followers 419 Following Powering independent financial advisors with solutions that help them deliver better investor outcomes and grow their practices.If you haven't already, be sure to subscribe to The COO Roundtable podcast! Every month, I sit down with COOs of top-ranked RIAs to learn how they juggle their myriad responsibilities and help their organizations continue their growth trajectory! pfiadvisors.com/coo-roundtable/
Our latest article breaks down the most common reasons buyers jump into the M&A game. From acquiring new talent, new services, or propelling inorganic growth, buyers must offer a compelling pitch to sellers. pfiadvisors.com/common-drivers…
Amy Lynch advises: "This may be the most aggressive SEC since the mid-nineties. Firms need to conduct an evaluation of their compliance program and “kick the tires” via a mock audit if they have not done so within the past three years." @ThinkAdvisor thinkadvisor.com/2023/04/03/do-…
.@MichaelKitces reminded our members that as the financial planning profession continues to evolve, the most important metric to track will be, "What % of our recommendations actually get implemented?" #TheCOOSociety
The second barrier to advisor business success that @TonyVidler writes about is near and dear to our heart: "Introducing order, structure and leverage into the sales operation in the form of systems, technology and support staff." @advisorpedia advisorpedia.com/growth/the-3-b…
From the Vault: Many RIAs are evaluating their tech stack this time of year...back in 2018, @reesesonnen_pfi provided 5 questions to help assess your tech choices - these questions are still relevant today! @AdvPerspectives advisorperspectives.com/articles/2018/…
The Sonnens were joined by actor Mike Starr (Dumb & Dumber, The Office, Goodfellas, many others...) for Layla Paige's Nature Walk for Trinity KidsCare Hospice this weekend. Thank you all for your support for this amazing organization: catch.give.providence.org/event/laylas-w…
I conducted a Flash Interview with Scott Shannon of @WindInsGroup inside #TheCOOSociety yesterday to discuss Schwab's recent announcement requiring their RIA clients hold $1 million of E&O insurance, among other coverages.
One year ago today, the world lost a musical genius, and I lost someone who epitomized "greatness" and inspired me for nearly 40 years. This was the article I penned last year on Oct 6th in tribute to Eddie Van Halen... pfiadvisors.com/heartbroken/
Telling myself, "Be creative!" whenever I had 15 or 20 minutes between Zoom calls wasn't working. After reading an article by @ByeByeClutter, I moved my creative tasks to Fridays and found my week got much easier! pfiadvisors.com/how-ive-casual…
Thank you, Addepar for inviting me to speak alongside Amy DeTolla of @FocusFinancial during this session. We covered a lot of important topics related to building the most impactful back office to compete in our ever-evolving industry.
Discovery Week’s Learn Session with @pfiadvisors Founder and CEO @mattsonnen_pfi shares how you can easily evaluate your firm’s technology needs and make smarter decisions. Watch it here: bit.ly/2SnaC1f
@dougofritz @reesesonnen_pfi @ThinkAdvisor How much of a disaster is your technology when absolutely no one will take over your platform w/ 500+ RIA clients, even for free? Of course, there would still be operational costs until the platform was wound down. But still.
@reesesonnen_pfi @craigiskowitz @ThinkAdvisor Ominous but not (on my quote) accurate yet. I think we’ll see more closures but not at the rate I projected earlier this year.
Want to launch your own RIA? Plan for a four-to-six month process, writes @mattsonnen_pfi. spr.ly/6018Gc13Q
#AddeparAdvisors: We found this #podcast to have some great tips for maximizing productivity while working #remote. @mattsonnen_pfi of @pfiadvisors and David Aaron at @CerityPartners also share tips on emergency planning during #covid19. pfiadvisors.com/the-coo-roundt…
Hope this made people smile today. #brandingexpert 🤦♂️
A message from @pfiadvisors to @MarkTibergien.
I wholeheartedly agree with @RetireWithTrue: "We shouldn’t look to kill the golden goose (the power of the entrepreneur), but encourage the golden goose to keep producing the cash flow to run these wonderful United States." @iris_xyz iris.xyz/advisor/relish…
“Seller expectations for valuations are far above what disciplined buyers are willing to pay. There could be even more deals happening if valuation expectations were better aligned,” said Scott Slater of @Fidelity4BD_RIA. @ThinkAdvisor thinkadvisor.com/2020/01/22/in-…
“Seller expectations for valuations are far above what disciplined buyers are willing to pay. There could be even more deals happening if valuation expectations were better aligned,” said Scott Slater of @Fidelity4BD_RIA. @ThinkAdvisor thinkadvisor.com/2020/01/22/in-…
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