Knowledge Base

Getting Started

• First-time Log In to Discussion Board
• Listen to a Recorded Call

Documents and Templates

• Adding New Files to Database
• Jobs Board Attachments
• Shared Documents & Templates

Popular Topics

• Benefits Comparison
• Webinar (2018-01) - Tom Giachetti on "Stark & Stark's Compliance Update"
• Webinar (2018-05) - RightSize Solutions on Cybersecurity
• Webinar (2018-05) - Yosef Colish on "Continuous Advancement & Perpetual Growth"
• Webinar (2018-07) – Matt Sonnen (PFI Advisors) on “Harnessing M&A Strategies for Growth”
• Webinar (2018-10) – Kevin Woodard (Dinsmore Compliance) on “SEC High Priorities - Elder Abuse & Share Class Initiative”
• Webinar (2018-12) – Caleb Brown (New Planner Recruiting) on “Winning the War on Talent”

FAQs

• Adding Members of Your Firm to HIFON's Online Access
• Frequently Asked Questions (FAQs) of Members

PR / News

• Kitces FA Success Podcast w/ Shaun Kapusinski
• Two free issues of Inside Information

Help

• Jobs Board: How to Have a Job Posted
• Moderator Guidelines & Best Practices
• Update Your Discussion Board Notifications