Industry Involvement
Tools and knowledge built by operations leaders. for operations leaders
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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!
Written by industry journalist and long-time HIFON advocate: Bob Veres, of Inside Information. Some years ago now, I read a Cerulli report which purported to predict the future of the ‘independent RIA channel,’ or some such thing. I normally did (and still do) ignore the Cerulli research because I think they understand…
In this session, Courtney Sukitch (Operations Team Lead at Waldron Private Wealth) unraveled the world of AI by giving attendees an understanding what AI truly is, tricks to master Prompt Engineering, and practical applications for all levels of your organization. She shined a light on the risks and cautionary aspects associated with AI implementation, ensuring…
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
Our panelists shared what each of their firm’s are focused on as a business and how that translates into technology objectives. We learned from these seasoned professionals who are taking their client and employee experiences to the next level. Panelists Trevor Chuna, CTO, Sequoia Financial Group Edgar Collado, COO & CFO, Tobias Financial Advisors Darcy…