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PFI Advisors Announces Free Operational Diagnostic to RIAs Participating in a Special #GivingTuesday Campaign

PFI Advisors Announces Free Operational Diagnostic to RIAs Participating in a Special #GivingTuesday Campaign #GivingTuesday is recognized as an international day of giving at the beginning of the holiday season; PFI Advisors will do its part by providing a free Operational Diagnostic to RIAs that donate $10,000 or more to the Children's Hospital Los Angeles donation page of Layla Paige Sonnen

PR Newswire

LOS ANGELES, Nov. 12, 2018

LOS ANGELES, Nov. 12, 2018 /PRNewswire-PRWeb/ -- PFI Advisors ("Pure Financial Independence") announced today that the firm will participate in #GivingTuesday in a very meaningful way. Any RIA that raises and donates $10,000 or more to the Children's Hospital Los Angeles donation page of Layla Paige Sonnen will receive a free Operational Diagnostic*.

Celebrated on the Tuesday following Thanksgiving, #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. Since its inception, PFI Advisors has always highlighted charities close to its team members' hearts. The Sonnen family became especially close with Children's Hospital Los Angeles when their daughter Layla Paige suffered a seizure at 6 months old and spent the next 22 months battling a brain disorder under the care of CHLA. Layla ultimately succumbed to her condition on July 8, 2017, but the Sonnen and PFI family continue to look for ways to give back to the organization that holds such a special place in our hearts.

With PFI Advisors' #GivingTuesday campaign, the firm pledges to provide a free Operational Diagnostic engagement to any RIA that donates $10,000 or more to Layla Paige Sonnen's CHLA donation page. These Operational Diagnostic engagements include a full analysis of an RIA's back office technology suite; integrations between systems; how employees and end clients interact with the various technology pieces; and a proposed future infrastructure that the firm could leverage in a more efficient manner. All Operational Diagnostic engagements will be performed and completed before the end of 2018.

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*Operational Diagnostic(s) will be conducted solely via phone and screen sharing sessions


About PFI Advisors

PFI Advisors ("Pure Financial Independence") was founded in 2015 with the following mission in mind:

To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients.

PFI Advisors is an operational consulting firm that supports the unique back office, technology, and operational needs of RIAs in growth mode. PFI Advisors conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support. The firm announced the launch of COO Resource in January 2018, an ongoing retainer-based service in which RIAs and their Chief Operating Officers can leverage the knowledge and expertise of PFI.

For breakaway advisors, PFI Advisors manages full RIA set up and transition to Independence, including office build out, RIA infrastructure development, client transition, and billing services – all for a simple consulting fee. There is no complicated long-term AUM fee structure or equity stake required to build the firm's future and provide advisors Pure Financial Independence.

About Children's Hospital Los Angeles

Children's Hospital Los Angeles ("CHLA") is a 501(c)(3) nonprofit institution that provides pediatric health care and helps their patients more than 528,000 times each year in a setting designed just for their needs. Their history began in 1901 in a small house on the corner of Alpine and Castelar Streets (now Hill St. in Chinatown) and today their medical experts offer more than 350 pediatric specialty programs and services to meet the needs of their patients.

CHLA is a provider of more than $232.6 million in community benefits annually to children and families. As the first and largest pediatric hospital in Southern California, CHLA relies on the generosity of philanthropists in the community to support compassionate patient care, leading-edge education of the caregivers of tomorrow and innovative research efforts that impact children at their hospital and around the world.



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Last Updated: 12-Nov-2018