“Implementing Your 2021 Strategy with Operations at the Wheel”

Participants in the panel discussion included:

Shaun Kapusinski, Director Technology and Operations, Sequoia Financial Group

Kaylyn Melia Acevedo, Chief Operating Officer, Socius Family Office

Edgar Collado, CEPA®, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors

Ann Reilley Gugle, CFP®, CPA, PFS, Principal & CEO of Alpha Financial Partners

Marie Swift, Founder and CEO, Impact Communications, Inc. – Marketing & PR

Brought to you by National Association of Personal Financial Advisors and Allianz Life Insurance of North America

This all-star panel shared their practical tools and insights as they begin the year addressing their firm’s key objectives. A strong direction within your operations is the key to make your office run better, your people produce more, and your processes run smoother. We were able to share insights and areas of focus you should be thinking about in this new year.