Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Posts

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/

NAPFA Fall Conference (2019)

Salesforce Dreamforce (2018)

FPA DFW Annual Conference (2017)

Schwab IMPACT (2014)

Insider’s Forum (2013, 2014, 2017, 2018)

4 Steps to Building the 2025 Advisory Firm

Written by HIFON member: Jon Holmgren      You know the sound that a record player makes when it comes to a screeching halt and the music abruptly cuts off. That was the sound in my head when I was recently asked the question, “What percentage of the work you do on a day-to-day basis…