Archive for October 2019
Shaun Kapusinski honored with 2019 Iconoclast Award
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!
Read MoreCo-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond” (2018)
To learn more about the book, visit this page.
Read MoreFormer Member, Schwab Advisor Services Technology, Operations & Service (TOS) Advisory Board (2012-2014)
Recipient of the Outstanding Financial Professional of the Year by the University of Akron’s Department of Finance (2019)
Current Member, The University of Akron’s Finance Advisory Board (2013 –Present)
Current Committee Member, Operations Track at Bob Veres’ Insider’s Forum (2013 –Present)
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
Read MoreNathan 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
Read MoreMatt 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
Read MoreMichael 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/
Read More