Industry Involvement
Tools and knowledge built by operations leaders. for operations leaders
Posts
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…
How to Ensure Successful Introduction of New Technology – The Training Perspective Run by RIE Solutions’ Dominika Sieradzka, the Master Practitioners Club is for ambitious Practice Managers or Operations Directors of small to medium-sized Financial Planning firms based in the UK. In this session, Shaun Kapusinski walked the group through the goals of technology within a…
“Episode 11 – Community and Collaboration with Shaun Kapusinski“ https://www.travisparry.com/post/ep-11-community-and-collaboration-with-shaun-kapusinski
Opportunities in Strategy & Operations HIFON member Edgar Collado & HIFON founder Shaun Kapusinski presented at the August 2021 FPA NexGen Gathering on the importance and growth of operational roles within advisory firms. They talked about the changing landscape where larger firms require more strategic and operational leadership, as well as the importance of understand…
As the RIA industry continues to evolve and competition for clients (and advisors) increases, RIAs are realizing the importance of a dedicated Operations team that ensures that the trains are running on time and allows advisors to focus their attention solely on client service and business development. The RIA industry has always done a good…
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…
How does technology fit into your company’s overall strategy? Stacey McKinnon, COO at Morton Capital and long-time HIFON member, recently caught up with Shaun Kapusinski, Director of Tech and Ops at Sequoia Financial Group and Founder of HIFON, to discuss the importance of incorporating a tech strategy into any company’s long-term vision, no matter the…
“Implementing Your 2021 Strategy with Operations at the Wheel” Participants in the panel discussion included: Shaun Kapusinski, Director Technology and Operations, Sequoia Financial Group Kaylyn Melia Acevedo, Chief Operating Officer, Socius Family Office Edgar Collado, CEPA®, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors Ann Reilley Gugle, CFP®, CPA, PFS, Principal & CEO of Alpha Financial Partners…
“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/
- « Previous
- 1
- 2
- 3
- 4
- Next »