Today’s guest is the Director of Operations for Sequoia Financial Group, a hybrid RIA that manages more than $3.7 billion and spans four office locations. Shaun Kapusinski started out in the industry over fifteen years ago as a financial advisor selling life insurance, but made a shift early in his career to the operations side of the business. Since then, he has been able to grow his career by following an operations career track instead of the more traditional paths.
In this episode, we talk about the organizational structure of his mega advisory firm, how they split apart a division of shared services, and why the firm is looking to make a shift to Salesforce Financial Services Cloud for their next stage of growth. We also talk about Shaun’s own unique career path, as well as why he believes that getting an MBA may be more valuable for those in the operations side.
Tune in to hear Shaun’s valuable insight as he shares what he has learned throughout his impressive career.
For show notes and more visit: https://www.kitces.com/47
Financial Advisor Success