After the Close: Building a Truly Integrated RIA Following a Merger or Acquisition
Mergers and acquisitions are becoming a more common way for larger RIAs to grow. But successfully managing a merger or acquisition after the deal closes is anything but a straight line — and many RIAs are looking for guidance on how to build a “culture of one.” In this episode, Mark Bruno, managin…
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as wel…
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the …
Leveraging Technology for Navigating the Custodial Landscape with Shaun Kapusinski
Shaun Kapusinski, Senior Director, Technology at Sequoia Financial Group, Founder of HIFON (hifon.org), and Co-Author of "The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration & Beyond" joins Matt on today’s episode of Bridging The Gap to explore the i…
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…
HIFON: A Community for RIA Operational Leaders and COOs with Shaun Kapusinski
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, …
Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen
We talked with Verity about:
How firms can prepare for M&A by modernizing technology, streamlining operations, and ensuring clean data to increase a firm’s valuation and make the transition smoother
The importance of uniting people, processes, and technology to navigate challenges like internal …
How Operations Can Transform Businesses and Help You Scale to the Next Level with Jennifer Goldman
We talked with Jennifer about:
How she helps create healthy businesses through operations, connecting health to employee satisfaction and community impact
The processes of organizing operational priorities — from visualizing to breaking down goals into actionable steps with team involvement
Why…
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