Industry Involvement
Join us for “Guiding Principles for Implementing Workflows” presented by Vib Arya, COO at ShufroRose.
Delivering superior client service throughout the wealth management lifecycle is key to business success. Join this session to learn from a successful RIA that has digitally transformed workflows to continue to seamlessly service clients virtually throughout the COVID-19 outbreak while maintaining compliance requirements and minimizing costs.
This webinar will be on Friday, September 25th at 1:00 pm PT / 4:00 pm ET.
Register here: https://us02web.zoom.us/webinar/register/1116001340622/WN_B8RFlkUbRxG0OmlZKUjDig
It can be hard to know where to start when changing your firm’s technology. Whether you’re going through an M&A event or simply evaluating the potential of upgrading your current technology systems, it’s important to begin the process by asking the right questions…
Finish this article at https://www.napfaadvisor-digital.com/napfm/0720_july_2020/MobilePagedArticle.action?articleId=1602807#articleId1602807
M&A: Addressing the Challenges of Integrating Technology, Shaun Kapusinski & Greg Friedman
M&A Panel: Successfully Navigating the Complexities of Merging Firms: Shaun Kapusinski (moderator), Greg Friedman, Tom Orecchio, & Sarah Wotherspoon
HIFON founder Shaun Kapusinski becomes the youngest ever recipient of the prestigious 2019 Iconoclast Award at Bob Veres’ Insider’s Forum Conference for his ceaseless advocacy for Operations Professionals in the RIA space.
Congratulations, Shaun!
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