T3 Session: HIFON Talks Tech – AI Comes to the RIA (Mar 2023)

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

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Web Presentation to RIE Solutions’ Master Practitioners Club (Nov 2021)

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…

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2021 FPA NexGen Gathering

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…

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HIFON Members Featured on The COO Roundtable Podcast

It’s a great moment when you’re listening to one of your favorite podcasts and BOOM! you realize the two guest speakers are HIFON members. It’s even better when they both share their experiences with HIFON and how important it is to be connected with a community of like-minded professional. Great job and thanks to Kara…

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2021 Industry Chat: Stacey McKinnon with Shaun Kapusinski

How does technology fit into your company’s overall strategy? Stacey McKinnon, COO at Morton Capital and long-time HIFON member, recently caught up with Shaun Kapusinski, Director of Tech and Ops at Sequoia Financial Group and Founder of HIFON, to discuss the importance of incorporating a tech strategy into any company’s long-term vision, no matter the…

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