The Financial Advisor M&A Guidebook
Best Practices, Tools, and Resources for Technology Integration and Beyond

The Financial Advisor M&A Guidebook is a comprehensive guide that walks owners and operations professionals through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people.

Get The New Book from Financial Advisory Veterans Friedman and Kapusinski.

High Impact Financial Operations Network


Hi, I’m Shaun, founder of HIFON and Director of Operations for Sequoia Financial Group, LLC.

In 2010, I walked out of another mega conference…

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