Matt Sonnen

Matt Sonnen, founder and CEO of PFI Advisors, shares insights from his journey in helping wirehouse advisors transition to independence. He discusses the vital role of COOs in enhancing firm efficiency, from operational management to technology oversight. Matt introduces the 'COO Society,' aimed at enriching COOs' skills, and reflects on the intricacies of navigating growth and staffing challenges in advisory firms. He also touches on personal challenges, including a family tragedy, showcasing resilience in both life and business.