Join me and HIFON members at Bob Veres' Insider’s Forum in San Diego, CA September 24-26.

HIFON's pre-conference session is Monday, 9/24 at 11:40am.

Don’t forget about the HIFON discount for Insider's Forum.
High Impact Financial Operations Network

Contact Us

HIFON is the home base for RIA Operations Professionals. Get in touch.

CONTACT DETAILS

HIFON is a virtual Study Group with members located all over the nation. Our home base is the HIFON Member Website. We regularly connect in person at industry conferences.

CONNECT WITH US

HOW TO GET IN TOUCH

Don’t hesitate to reach out. Email me directly shaun@hifon.org or use the form below.

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Frequently Asked Questions

There are a number of questions that come up when people first inquire about joining HIFON. Here are some of the most common questions and their answers.

How do I join?

Initially, you’ll share your contact information and some firm data, such as employee count, AUM, and software programs you use. Then I like to have a personal conversation with each member before they join, confirming expectations and ensuring a good fit. Want to join right now? Click the "JOIN NOW" button in the menu.

What size of firms are joining HIFON?

In our first seven years with over 160 active members, the average HIFON firm has 18 employees, with a range from 1 - 120, and manages an average of $839 million in AUM, with a range between $9 million and $15 billion.

Are outsiders ever a part of the monthly operations calls (custodians, vendors, consultants)?

No. I decided to include only RIA operations roles as members. This has kept our discussions and value-add strong with a clear understanding of everyone’s shared situation. As an additional value add, we have involved vendors through private webinars given to HIFON members only

What are the monthly calls like?

Our monthly conference calls are moderated by volunteer facilitators. Each member firm is placed into a sub-group for these calls, composed of firms with different sizes, shapes and geographic locations. Every six months, the groups are switched around to mix up the discussions and allow for more interaction among the members. These Ops calls focus on industry best practices through discussions based on the ideas, problems and issues of its members, thus agenda topics are always generated by members of each group.

What if I miss a call?

It’s not a problem from a membership standpoint, and usually the moderator will have notes to share if you’d like them. Currently we do not offer recorded calls, but this is something we may consider in the future.

What should be my expectations of joining?

HIFON is all about collaboration, so every member is expected to participate. On the conference calls, everyone is called upon to share their experiences on each given topic, enhancing the value to every other member. You also may be asked to volunteer as a moderator for a period of time. On the discussion board, the goal is to provide value to each other by answering each other’s questions, or guiding each other to resources that will help solve our issues or challenges.

Is this an individual membership or a firm membership?

One membership is for your whole firm. The value you will receive through membership will increase if you include your ops team, your CSAs, your compliance specialists, your planning team, and your advisors as you see fit. Fully utilized, there is opportunity for every member of your firm to find benefits from this membership.

What conference discounts are available to HIFON members?

Currently we have discounts to three conferences: Insider’s Forum ($100), T3 ($75), and the Junxure Advisor Conference ($50).

Can you share examples of topics discussed on monthly calls?

Recent calls have included the following topics:

  • Staffing the Operations Team
  • Employee Structures
  • DOL rule preparation
  • Trading Procedures
  • Client Acceptance Process

Can you share examples of questions asked on the discussion board?

Recent questions asked on the discussion board have included:

  • A way to auto-attach email signatures and disclaimers?
  • Anyone use Collegiate Funding Solutions?
  • What do you use for a secure email service?
  • Suggestions for a digital marketing company?
  • Anyone familiar with or utilize a client journey map?
  • What do you use for electronic document storage?

Can you share examples of documents shared among members?

Recent documents shared have included:

  • Vendor Confidentiality Agreements
  • Deceased Client Checklists
  • Job descriptions
  • Incapacity of Clients
  • Maternity leave policies

Different question?

I hope you found these FAQs and answers helpful. If you have other questions not answered here, or have questions others have asked you about HIFON, please share them with me. You can email me directly using the button below. I look forward to hearing from you.

-- Shaun

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angela-310x280

"This is the first and only group of its kind in the RIA industry. The tips, best practices, and shared materials I’ve received from this amazing group of professionals has saved me hours of recreating the wheel, and I know that I’m using the best language and processes in the industry."

ANGELA WRIGHT
Partner & Chief Operating Officer
Del Monte Group, LLC.
KerryKaluza

HIFON saves us time by providing convenient & immediate access to helpful operations leaders at other investment advisory firms across the nation who are dealing with similar operational, technology, compliance, HR, financial & other challenges."

KERRY J. KALUZA
Business Operations Consultant
Allodium Investment Consultants
Bonanno-Nicole-lowres

“Being a member of HIFON has proven to be an invaluable resource for both myself and my firm. It is comprised of a unique group of operational professionals who share and exchange ideas, best practices and resources that I have found to be a great benefit of my membership.”

NICOLE BONANNO
Director of Operations
Quadrant Capital Management, LLC