I was very excited to have the opportunity to sit down (over Zoom) with Matt Sonnen of PFI Advisors. He’s just launched a new digital consulting platform, COO Society Program that’s intended to foster professional management for RIAs. I was excited that he asked me to be one of his first industry speakers on the platform. Together we… Read more
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I recently joined Laura Gregg from The Flexible Advisor Podcast to discuss working from home during the COVID-19 pandemic. As financial advisors are on the front lines of our financial health and well-being, its important, now more than ever, for firms to be operating as seamlessly as possible. In our podcast, we chat in detail… Read more
