Listen "HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski"
Episode Synopsis
We talked with Shaun about: The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone How the High Impact Financial Operations Network (HIFON) offers a supportive community for operational leaders to solve problems, connect, and help others succeed HIFON’s journey from a virtual study group to a network of hundreds of RIA professionals providing access to valuable resources and opportunitiesFeatured Resources The HIFON Website Join HIFON Shaun Kapusinski on LinkedInEnjoyed This? You’ll Also Love: How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops Unlocking Growth: How to Optimize CRMs and Operating Procedures with Kate Guillen of Simplicity Ops EOS® Strategies for Financial Services CompaniesAbout Shaun Kapusinski:Shaun Kapusinski is the senior director of technology at Sequoia Financial Group and founder of HIFON: The High Impact Financial Operations Network. Experiencing rapid growth at his firm, Shaun experienced a common challenge among operational leaders at RIA firms — feeling isolated, untrained, and unsure. Searching for a space similar to the connections he enjoyed at industry conferences, he started a virtual study group with a handful of contacts. Fourteen years later, HIFON has evolved into a more prominent community dedicated to empowering hundreds of professionals and advancing the RIA industry. Open to firms of all sizes and locations, firm memberships include access to valuable feedback and expertise, an active discussion board, and a resource library of shared templates and documents. The virtual hub continues to grow, offering connection and collaboration across the RIA space.
More episodes of the podcast The Out and About Podcast
How AI is Influencing Search for Financial Services and What Your Website Should Do About It
01/12/2025
Financial Services SEO in an AI World
17/11/2025
Marketing Is More Than a Pretty Face: Build a Visual Brand That Actually Matches Your Positioning
20/10/2025
Welcome to the Out & About Podcast!
25/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.