EP 32 - Overview of Our New Digital Consulting Platform

Episode 32 August 05, 2021 00:19:30
EP 32 - Overview of Our New Digital Consulting Platform
The COO Roundtable
EP 32 - Overview of Our New Digital Consulting Platform

Aug 05 2021 | 00:19:30

/

Hosted By

Matt Sonnen

Show Notes

For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been receiving about our new digital consulting platform, The COO Society.  PFI Advisors offers one-on-one consulting services on a project or retainer basis, but we also wanted to create a DIY consulting platform for RIAs looking to gain access to our insights at a lower price point.  Our industry does a great job of providing sales training to advisors, and there are a lot of certifications investors and even compliance professionals can pursue, but we felt there was a void in educational and training resources available for those trying to educate themselves on how to run an RIA and position it for growth.  We are driven to fill that void with our latest consulting offering, The COO Society.

Be sure to listen to the end of the episode, where we provide a promo code to get a discount on your first month’s membership!

You can watch a promotional video and learn more about The COO Society here.

For a sample of what the course material looks like, please watch this 4-minute clip from our latest course detailing Key Performance Indicators.

You can view a PowerPoint presentation highlighting the key components of the platform here.

Thank you for being a continued listener to the COO Roundtable Podcast!

We hope you enjoy, share, and subscribe!

You can listen and subscribe on Google PodcastsApple Podcasts, or Spotify.

Sign up here to be notified of new practice management content added to our blog on a regular basis.

Other Episodes

Episode 18

June 03, 2020 00:48:39
Episode Cover

EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset

In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive...

Listen

Episode

April 03, 2024 00:23:24
Episode Cover

Episode 63 - Do's and Don'ts of COO Onboarding

In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates...

Listen

Episode 50

March 15, 2023 01:01:26
Episode Cover

EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

The COO Roundtable Episode 50 By PFI Advisors For our milestone 50th episode, Matt is joined by two guests who are equally committed to...

Listen