Industry Involvement
Tools and knowledge built by operations leaders. for operations leaders
Industry Involvement
In this podcast, hear Shaun talk about: The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone. How the High Impact Financial Operations Network (HIFON) offers a supportive community for operational leaders to solve problems, connect, and help others succeed HIFON’s journey from a virtual study group…
Shaun Kapusinski presented at the 2023 NAPFA Spring Conference on a “Technology Framework for Success.” He addressed the thought that building a technology stack should be easier than ever with so many options to choose from. Yet we find ourselves lost in poor adoption and even worse data. This session explored the hidden costs of…
Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski
Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski
Shaun Kapusinski presented at the 2023 NAPFA Spring Conference on a “Technology Framework for Success.” He addressed the thought that building a technology stack should be easier than ever with so many options to choose from. Yet we find ourselves lost in poor adoption and even worse data. This session explored the hidden costs of…
This year our panelists talked about incorporating AI sooner than later to increase their firm’s efficiency at scale. Both of these firms are working on just that: pairing their CRM with brand new AI technology. Panelists Vib Arya, COO, Shufro Rose Trevor Chuna, CTO, Sequoia Financial Group Moderated By Shaun Kapusinski, Founder, HIFON
Our panelists shared what each of their firm’s are focused on as a business and how that translates into technology objectives. We learned from these seasoned professionals who are taking their client and employee experiences to the next level. Panelists Trevor Chuna, CTO, Sequoia Financial Group Edgar Collado, COO & CFO, Tobias Financial Advisors Darcy…
How to Ensure Successful Introduction of New Technology – The Training Perspective Run by RIE Solutions’ Dominika Sieradzka, the Master Practitioners Club is for ambitious Practice Managers or Operations Directors of small to medium-sized Financial Planning firms based in the UK. In this session, Shaun Kapusinski walked the group through the goals of technology within a…
“Episode 11 – Community and Collaboration with Shaun Kapusinski“ https://www.travisparry.com/post/ep-11-community-and-collaboration-with-shaun-kapusinski
Opportunities in Strategy & Operations HIFON member Edgar Collado & HIFON founder Shaun Kapusinski presented at the August 2021 FPA NexGen Gathering on the importance and growth of operational roles within advisory firms. They talked about the changing landscape where larger firms require more strategic and operational leadership, as well as the importance of understand…