Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Industry Involvement

Michael Kitces’ Financial Advisor Success Podcast (2017)

#FASuccess Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski” https://www.kitces.com/blog/shaun-kapusinski-sequoia-financial-group-podcast-hifon-study-group-operations/

NAPFA Fall Conference (2019)

Salesforce Dreamforce (2018)

FPA DFW Annual Conference (2017)

Schwab IMPACT (2014)