Scaling Communities and Operations Excellence for RIAs With Shaun Kapusinski

Shaun Kapusinski is the Founder of HIFON, a premier community for RIA operations professionals, and the Senior Director of Technology at Sequoia Financial Group. With two decades of experience, he started HIFON as a modest study group and grew it into a thriving network of nearly 300 members. Shaun is also the co-author of The Financial Advisor M&A Guidebook, a trusted resource for technology integration. He is an innovator driven by providing valuable connections and education to elevate the RIA industry, always ensuring that customers win through enhanced operational practices. In this episode… Beyond the successful facade of RIA firms lies a complex operational world, ensuring a seamless experience beyond just financial advice. But who are the people mastering this realm, and what secrets do they hold? Shaun Kapusinski, the genius behind the operational powerhouse known as HIFON, dives deep into the world of RIA operations. He shares his journey from starting a modest study group to founding a community that now nears 300 members while also penning a comprehensive guidebook on M&A best practices. Shaun discusses the benefits of peer networking, the art of scaling niche-focused communities, and how he navigates the dynamics of subgroup formation. He also touches on the unexpected opportunities from his leadership, such as authoring a highly regarded industry book. In this episode of The Customer Wins, Richard Walker interviews Shaun Kapusinski, Founder of HIFON, about creating a thriving RIA community. Shaun discusses HIFON and the value of networking in the RIA industry, the key to successfully managing an ever-expanding mastermind group, and the surprising benefits of open dialogue between industry peers.