Industry Involvement
Tools and knowledge built by operations leaders. for operations leaders
Industry Involvement
At T3 2026, HIFON’s session topic was centered around why owning data, securing buy-in, & working in partnership leads to better planning experiences for clients & more rich work experiences for employees. We provided examples of where culture and innovation push each other to new heights. Presenters: Katrina Hartsel, COO & Shareholder of Truepoint &…
Written by HIFON Member: Jon Holmgren If you ever want to humble yourself, look back at predictions you made nearly a decade ago. In 2018, I penned an article forecasting what the 2025 advisory firm might look like. Based on the millions of views of the original article, I can only assume that Taylor…
Chuck Failla recorded LIVE at Bob Veres’ Insider’s Forum conference in New Orleans. In this segment, Chuck catches up with Shaun Kapusinski, Founder, HIFON to discuss: 👉 Leveraging community to help resolve your operation issues. https://www.investmentnews.com/goria/videos/sept-23-2025-bob-veres-insiders-forum-e5-guest-shaun-kapusinski-founder-hifon/264976
HIFON founder, Shaun Kapusinski, wrote an article for the July 2025 edition of the NAPFA Advisor magazine. Most advisory firms do not need more technology; they need a better strategy for using the tools they already have. Kapusinski argues that constantly chasing the “next big thing” wastes money, disrupts workflows, and distracts from the real…
At T3 2025, HIFON’s session explored how AI note-taking tools are transforming client meetings for RIAs by improving documentation accuracy, consistency, and compliance while allowing advisors to stay fully engaged with clients. Panelists from three firms—using platforms Jump, Mili, and Zocks— shared real-world experiences, including evaluation processes, implementation challenges, and measurable outcomes. Attendees gained practical…
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…
HIFON founder Shaun Kapusinski becomes the youngest ever recipient of the prestigious 2024 Insider’s Forum Leadership Award at Bob Veres’ Insider’s Forum Conference for his ceaseless advocacy for Operations Professionals in the RIA space. Congratulations, Shaun!
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