Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Podcast Guest

Out & About Communications: On Purpose Series podcast (Feb 2025)

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…

Bridging the Gap with Matt Reiner (2023)

Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski

Bridging the Gap with Matt Reiner (2023)

Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski

Balanced Advisor Podcast (2021)

“Episode 11 – Community and Collaboration with Shaun Kapusinski“ https://www.travisparry.com/post/ep-11-community-and-collaboration-with-shaun-kapusinski

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…

The Flexible Advisor Podcast (2020)

“Episode 35 – Find Your Tribe in the Advisory Industry — With Shaun Kapusinski“ https://theflexibleadvisor.blubrry.net/2020/11/16/episode-35-find-your-tribe-in-the-advisory-industry-with-shaun-kapusinski/

Jay Coulter’s The Resilient Advisor Podcast (2019)

“The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski” https://theresilientadvisor.libsyn.com/the-challenges-of-tech-integration-during-the-ma-process-with-greg-friedman-shaun-kapusinski

Nathan Mersereau’s Day in a Canoe Podcast (2019)

“Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial” https://dayinacanoe.libsyn.com/020-greg-friedman-ceo-of-private-ocean-shaun-kapusinski-director-of-operations-of-sequoia-financial

Matt Sonnen & PFI Advisors’ The COO Roundtable (2019)

“Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group” https://podcasts.apple.com/us/podcast/ep-3-trevor-chuna-shaun-kapusinski-sequoia-financial/id1446368392?i=1000473774594

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/