Ep 126: Leveraging Technology to Navigate 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 … Continue reading Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski