HIFON

HIFON (High Impact Financial Operations Network)

Have you ever left an operations roundtable wanting more discussion? More interaction? More advice and sharing of best practices?

After attending various workshops and conferences, that was the conclusion of Shaun Kapusinski, Director of Operations at Sequoia Financial Group in Akron, OH.

In 2010, Shaun formed what appears to be the industry’s first study group of operations professionals where the discussion that he and so many others craved, would carry on.

LEARN MORE

Who Joins HIFON?

HIFON is intended for individuals passionate about driving their firms to become world-class in operational excellence. HIFON’s members consist of individuals in various operations roles (COOs, Directors, Managers, Associates), as well as firm owners and those in compliance and technology roles.

Member Benefits

HIFON runs monthly operations calls sharing best practices through discussions based on the ideas, questions and challenges of its members. They also hold bi-monthly compliance calls.

Through their members-only website HIFON members have access to the following:

  • Discussion Board
  • Jobs Board
  • Vendor webinars
  • Conference discounts
  • Member firm data
  • Shared docs & templates
  • Knowledge Base

ACTIVATE YOUR FREE TRIAL MEMEBERSHIP

What Members Have to Say

“HIFON is raising the operational bar for firms throughout entire financial advisory industry.”

  • Christopher Lion, COO of Barnett Financial

“HIFON has provided me access to -- and an opportunity to collaborate with -- peers on real time topics within a network of industry thought-leaders.”

  • Alison Scherr, COO of Kahler Financial Group

“Coming from a completely different industry, HIFON has been instrumental in my development in the financial services industry.”

  • Barrett Karvis, COO of Edge Capital Partners

If You Ask Us...

"I know that the Operations personnel from many of the best managed advisory businesses in the country are members of the HIFON study group for Operations professionals. Imagine being able to leverage your business efficiencies and results using the combined resources and best thinking of nearly 150 other top firms!”

  • Jean Sinclair

“Membership in HIFON is your best chance to stay on top of all the best practices, software innovations and practical money/labor-saving advances in that all-important operations side of your business.”

  • Bob Veres

How Do I Join?

Simply visit https://hifon.org or contact Shaun Kapusinski at shaun@hifon.org.

Know anyone else who might be interested? Please share this information and encourage them to join.

The views and opinions expressed in this forum are those of Shaun Kapusinski and do not necessarily reflect the view of any of his former, current or future employers.

 

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved
// Copyright 2012 Google Inc. All Rights Reserved. /** * @fileoverview A simple script to automatically track Facebook and Twitter * buttons using Google Analytics social tracking feature. * @author api.nickm@gmail.com (Nick Mihailovski) * @author api.petef@gmail.com (Pete Frisella) */ /** * Namespace. * @type {Object}. */ var _ga = _ga || {}; /** * Ensure global _gaq Google Analytics queue has been initialized. * @type {Array} */ var _gaq = _gaq || []; /** * Tracks social interactions by iterating through each tracker object * of the page, and calling the _trackSocial method. This function * should be pushed onto the _gaq queue. For details on parameters see * http://code.google.com/apis/analytics/docs/gaJS/gaJSApiSocialTracking.html * @param {string} network The network on which the action occurs. * @param {string} socialAction The type of action that happens. * @param {string} opt_target Optional text value that indicates the * subject of the action. * @param {string} opt_pagePath Optional page (by path, not full URL) * from which the action occurred. * @return a function that iterates over each tracker object * and calls the _trackSocial method. * @private */ _ga.getSocialActionTrackers_ = function( network, socialAction, opt_target, opt_pagePath) { return function() { var trackers = _gat._getTrackers(); for (var i = 0, tracker; tracker = trackers[i]; i++) { tracker._trackSocial(network, socialAction, opt_target, opt_pagePath); } }; }; /** * Tracks Facebook likes, unlikes and sends by suscribing to the Facebook * JSAPI event model. Note: This will not track facebook buttons using the * iframe method. * @param {string} opt_pagePath An optional URL to associate the social * tracking with a particular page. */ _ga.trackFacebook = function(opt_pagePath) { try { if (FB && FB.Event && FB.Event.subscribe) { FB.Event.subscribe('edge.create', function(opt_target) { _gaq.push(_ga.getSocialActionTrackers_('facebook', 'like', opt_target, opt_pagePath)); }); FB.Event.subscribe('edge.remove', function(opt_target) { _gaq.push(_ga.getSocialActionTrackers_('facebook', 'unlike', opt_target, opt_pagePath)); }); FB.Event.subscribe('message.send', function(opt_target) { _gaq.push(_ga.getSocialActionTrackers_('facebook', 'send', opt_target, opt_pagePath)); }); } } catch (e) {} }; /** * Handles tracking for Twitter click and tweet Intent Events which occur * everytime a user Tweets using a Tweet Button, clicks a Tweet Button, or * clicks a Tweet Count. This method should be binded to Twitter click and * tweet events and used as a callback function. * Details here: http://dev.twitter.com/docs/intents/events * @param {object} intent_event An object representing the Twitter Intent Event * passed from the Tweet Button. * @param {string} opt_pagePath An optional URL to associate the social * tracking with a particular page. * @private */ _ga.trackTwitterHandler_ = function(intent_event, opt_pagePath) { var opt_target; //Default value is undefined if (intent_event && intent_event.type == 'tweet' || intent_event.type == 'click') { if (intent_event.target.nodeName == 'IFRAME') { opt_target = _ga.extractParamFromUri_(intent_event.target.src, 'url'); } var socialAction = intent_event.type + ((intent_event.type == 'click') ? '-' + intent_event.region : ''); //append the type of click to action _gaq.push(_ga.getSocialActionTrackers_('twitter', socialAction, opt_target, opt_pagePath)); } }; /** * Binds Twitter Intent Events to a callback function that will handle * the social tracking for Google Analytics. This function should be called * once the Twitter widget.js file is loaded and ready. * @param {string} opt_pagePath An optional URL to associate the social * tracking with a particular page. */ _ga.trackTwitter = function(opt_pagePath) { intent_handler = function(intent_event) { _ga.trackTwitterHandler_(intent_event, opt_pagePath); }; //bind twitter Click and Tweet events to Twitter tracking handler twttr.events.bind('click', intent_handler); twttr.events.bind('tweet', intent_handler); }; /** * Extracts a query parameter value from a URI. * @param {string} uri The URI from which to extract the parameter. * @param {string} paramName The name of the query paramater to extract. * @return {string} The un-encoded value of the query paramater. undefined * if there is no URI parameter. * @private */ _ga.extractParamFromUri_ = function(uri, paramName) { if (!uri) { return; } var regex = new RegExp('[\\?&#]' + paramName + '=([^&#]*)'); var params = regex.exec(uri); if (params != null) { return unescape(params[1]); } return; };
 
Tweet