The Financial Advisor M&A Guidebook
Best Practices, Tools, and Resources for Technology Integration and Beyond

The Financial Advisor M&A Guidebook is a comprehensive guide that walks owners and operations professionals through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people.

Get The New Book from Financial Advisory Veterans Friedman and Kapusinski.

High Impact Financial Operations Network

“Ultimately, the holy grail of operations is not the best technology but the inspired leadership of an experienced and dedicated chief operations officer (COO), supported by a talented team of operations specialists.”

Mark Tibergien & Rebecca Pomering in Practice Made More Perfect

HIFON is a private, independent study group.

Your Success is Our Mission

Since 2010, we've quietly built the premier community of RIA Operations Professionals. HIFON membership gives you access to best practices, independent advice, and peer-to-peer support you cannot find anywhere else.

Activate your free trial membership and experience the benefits for yourself.


From Uncertainty to Excellence

In 2010, I was seven years into my role as Director of Operations of a firm that had been ramping up assets, employees, and was about to add new locations.

We were growing and I needed help.

I searched for an operations study group, but came up empty. I went to conferences seeking operations specific training, but there were only a few sessions. The main thing I learned was that I wasn’t the only RIA operations leader who felt isolated, untrained, and unsure.

So, I decided to do something about that…HIFON started informally, as a way for ops pros who interacted once a year at conferences to gather (virtually) and exchange ideas more regularly.

It worked. As word got out, HIFON grew to more than 100 members, becoming the premier network of RIA Operations Professionals. We continue to grow and add resources for our members. 

Today, I'm inviting you to join us. 

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Industry Voices


“Membership in HIFON is your best chance to stay on top of all the best practices, software innovations and practical money/labor-saving advances in that all-important operations side of your business.”

Bob Veres

Editor/Publisher, Inside Information

“HIFON is an industry game changer. Shaun has created a community of operational professionals that has a meaningful impact on their firms. If you’re in an operations role at an RIA and not in HIFON, you’re missing out.”

Lisa Crafford, MBA

Vice President, Pershing Advisor Solutions

"I know that the Operations personnel from many of the best managed advisory businesses in the country are members of the HIFON study group for Operations professionals. Imagine being able to leverage your business efficiencies and results using the combined resources and best thinking of nearly 150 other top firms!”

Jean Sinclair, MBA, MSBA, CFP

Avenue Advisors, LLC

“Our clients who belong to HIFON leapfrog other firms when it comes to operational efficiency.  We are constantly encouraging Operations Managers and COOs to join.  Besides saving inordinate amounts of time by networking with peers who are solving many of the same problems, HIFON is a great professional development resource for anyone in an Operations career track.”

Jo Day

Co-Founder, Trumpet

Member Snapshot

HIFON is the source for best practices, professional networking,
and peer-to-peer operations support.

With the experience of seasoned professionals and the variety of systems and custodians, HIFON delivers expertise you can put to work right now.

On-demand collaboration from the comfort of your desk.


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Technology Systems





Your Membership

Every HIFON member is committed to advancing our profession and your success. 

Operations Forum

Every month you’ll have an hour-long call with a small subset of HIFON’s membership. This private study group let's you dig deep into various topics. You'll better understand what's possible and what other firms are doing right now. You’ll also have a chance to offer up your expertise to the rest of the group – making everyone better with this collaborative effort.

Discussion Board

This message board will become your go-to resource for RIA operations questions. When you’re stuck, need a tip, or just some advice from someone who's been there before, just search the database of prior topics or ask a question yourself. This is your peers helping you solve your most pressing problems.

Member Website

Our member website is designed with your needs in mind. The site is filled with content our members have asked for over the years – tools to collaborate, educate and connect you with your peers and industry best practices. Check out all of our member benefits.

What Our Members Say

Every HIFON member is committed to advancing our profession and your success.


One of the best things to happen to my career and our firm

Joining this group has been one of the best things to happen to my career and our firm, thanks to all of the advice and materials I’ve been collecting.  I’m very thankful and hoping to be able to meet some of you at the conference in September!” 

Kara Armstrong
VP of Finance
CapSouth Wealth Management


We all face similar challenges...

“The HIFON community is where I share operations and compliance questions and successes with other wealth management and investment professionals. We all face similar challenges and the power of many produces different solutions. HIFON members are there to contribute and be contributed to.”

Vice President Client Services – Wealth Management
Opes Advisors


A network of industry thought-leaders...

“HIFON has provided me access to -- and an opportunity to collaborate with -- peers on real time topics within a network of industry thought-leaders. I love having a connection to firms of all sizes, across the nation, with various scopes of practice, diverse operational structures, and unique philosophies. There is always something to learn…and insights to share. I wish HIFON would have been around 10 years ago!

Alison Scherr
Kahler Financial Group

christopher lion

HIFON is raising the operational bar...

“HIFON has been and continues to be a tremendous value for our firm! I can almost always get useful feedback from the HIFON group on whatever operational issue or question I might be faced with. Firm-by-firm, HIFON is raising the operational bar for firms throughout entire financial advisory industry.

Christopher Lion
Chief Operating Officer
Barnett Financial


It's like tapping into a collective brain...

“HIFON gives me the opportunity to connect with more people than any conference ever would. It is like tapping into a collective brain – someone always has an answer, there are no silly questions, and sometimes people ask questions about things that haven’t even been on my radar. You help, you learn and everyone grows.”

Lacey L. Garcia
Director of Operations
Lifeway Financial Corporation


Instrumental in my development...

“Coming from a completely different industry, HIFON has been instrumental in my development in the financial services industry. Specifically focused on the operations and compliance front as well as the language learning curve, the camaraderie and welcoming culture of the HIFON team was a vital value-add.”

Barrett Karvis
Chief Operating Officer
Edge Capital Partners

Choose Your HIFON Membership Option

Begin Your Free Trial

Begin your free trial and experience the benefits of HIFON membership firsthand.

Join Now

Initiate your annual membership today and experience the benefits of full HIFON membership.


"This is the first and only group of its kind in the RIA industry. The tips, best practices, and shared materials I’ve received from this amazing group of professionals has saved me hours of recreating the wheel, and I know that I’m using the best language and processes in the industry."

Partner & Chief Operating Officer
Del Monte Group, LLC.

HIFON saves us time by providing convenient & immediate access to helpful operations leaders at other investment advisory firms across the nation who are dealing with similar operational, technology, compliance, HR, financial & other challenges."

Business Operations Consultant
Allodium Investment Consultants

“Being a member of HIFON has proven to be an invaluable resource for both myself and my firm. It is comprised of a unique group of operational professionals who share and exchange ideas, best practices and resources that I have found to be a great benefit of my membership.”

Director of Operations
Quadrant Capital Management, LLC

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